Most families rely on multigenerations for care and support, but families with special needs members often require a more coordinated plan.
Families with children and other dependents with special needs, no matter what the age or disability, face many serious questions about how to best prepare for the future well-being of their loved ones.
All family members across generations - parents, siblings, grandparents, and other care takers - are invited to join today's session to discuss the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, no matter how their family evolves over time.
Meet the Speaker
Pat Bergmaier, CFP®, ChSNC™
In his 15th year as a financial advisor, Pat focused his practice since 2009 on special needs financial planning. Pat has obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the CFP® Board and the designation of a Chartered Special Needs Consultant™ (ChSNC™) through the American College of Financial Services. Pat & his team support many local special needs non-profit organizations and he also serves on the advisory board of the Mass Mutual Center for Special Needs at the American College of Financial Services.