Contact

Debbie Reinberg
Colorado Guardianship Association
www.coloradoguardianshipassociation.org
debbie@elderesources.com

When

Tuesday, September 12, 2017 from 8:30 AM to 10:15 AM MDT

Add to Calendar 

Where

Porter Place 
1001 East Yale Avenue
Denver, CO 80210



Driving Directions

 

Colorado Guardianship
Association

Please join us for our next  
networking/educational presentation

Tuesday, September 12, 2017

 Porter Place

1001 East Yale Avenue, Denver, CO 80210

 

8:30 am - Networking

9:00 - Presentation

                                                                 10:15 - Adjourn


 

 HAL WRIGHT, CFP (retired)

Presents

  The Angel Herrera Case Study:
The Life Plan, Estimate of Lifetime Support &
Trust Funding for a Young Woman with Down Syndrome.”

Typically, special needs planning focuses on mitigating the effects of the disability and ensuring access to government benefits. This approach usually provides only subsistence living at or below the poverty line. To provide the best possible life, parents and families will contribute from their own resources to the extent they can to support their child or loved one for their lifetime. How does a family create a practical and affordable life plan? What does it look like? How much will it cost? Is the plan affordable? How much money is needed to adequately fund a special needs or disability trust? The Angel Herrera Case Study addresses these questions.   


PRESENTER

Hal Wright is a parent of an adult daughter with Down syndrome who lives in her own apartment. He is a retired Certified Financial Planner (CFP) who works with individuals, families, and financial and legal professionals to create a better life for a person with a disability. He is a nationally known speaker on the subject of special needs planning and is the author of a book published in 2013: The Complete Guide to Creating a Special Needs Life Plan (Jessica Kingsley Publishers, London). He is a registered lobbyist with the Colorado General Assembly and a member of the Executive Committee of the Colorado Social Legislation Committee. He was appointed by Governor Hickenlooper to the Colorado Developmental Disabilities Council and chairs its Legislative and Public Policy Committee. He also serves on the board of the Colorado Fund for People with Disabilities.


 


 

Please click on the box below to Register! 
It is helpful for us to know how much food to bring!

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ANNOUNCEMENTS

Members attend CGA meetings at no additional cost, as a benefit of their membership. Non-members are asked to pay $20/meeting to cover expenses.

To join CGA, please go to the CGA Website - Become a Member page.  Memberships are individually-based (no company memberships.)  To join, please fill out the application page and pay by Credit Card at the web address noted above. Checks are also acceptable.

MEMBERSHIP FEES must be received by March 31, 2017 to be a member for the year.

Non-members are requested to bring a check or cash to the meeting to cover the meeting cost. If possible, please bring exact change or a check already made out to "Colorado Guardianship Association", so the lines don't get too long!

  • Members - please bring business cards/brochures. We have a table available for participants to share.

  •  If you would like to call in to the meeting, the call-in information is 218-895-9664 and the Password is 9600.  Please call in about 9:00 am when the presentation is scheduled to begin. 

    It would be helpful to know who is calling in - please contact Bart Cox at cbartonr@msn.com if you plan to call in.  If we don't know of anyone who plans to call-in, we may not set-up the conference call, so please let us know in advance. Thanks!


  • Please park on nearby streets OR in the lot to the EAST of Porter Place (towards Downing Street.) Porter Place prefers to leave their parking lot for residents' friends and families.

Thank you for your attention and response. We look forward to seeing you at the event on September 12 2017.  
 
Sincerely,
Debbie Reinberg, on behalf of the Colorado Guardianship Association
Colorado Guardianship Association
debbie@elderesources.com
303.717.9577