Creating a Financial Plan Seminar

Saturday, June 28, 2014
9:00 am - 3:15 pm
Richardson Civic Center
411 W. Arapaho Road
Richardson, TX 75080

Space is limited and registration is required to jennifer@downsyndromedallas.org or
(214) 267-1374 no later than Wednesday, June 25, 2014. You may attend one or all of the
sessions listed below; please specify desired session(s) at the time of registration.
Childcare will NOT be provided, so parents only, please.


Preparing a Life Plan
9:00 am - 10:30 am
Don Scott Marable, CFP® - Don has been a Certified Financial Planner (CFP®) with Edward Jones for over 10 years and has extensive knowledge in special needs planning. His presentation will focus on the role of a qualified financial advisor with regards to life planning including estate planning, special needs trust, insurance, and investment management as well as tips for choosing a financial advisor that is right for your family. Strategies for maximizing benefits such as Medicare, Medicaid, and Social Security will also be discussed.

Estate Planning and Stewardship for Special Families
10:45 am - 12:15 pm
John A. Chalk Jr., JD, CPA, CFP®, ChSNC™
- John is a partner of Chalk Cullum & Associates, a local financial planning and money management firm. His passion to help families who have a child with a disability comes from his own personal experience with his family. John’s brother-in-law, Johnny Stallings, had Down syndrome. During this session, you will gain an insightful perspective into the fundamentals of Estate Planning and what that looks like when you have a family member with a disability. Attendees will receive a detailed education regarding Wills, Trusts (with emphasis on Special Needs Trust), Beneficiary designations, Letter of Intent, and more. The goal of this session is to provide attendees with the clarity needed to move forward with planning for their family's future.


Parent Panel
(Boxed Lunch Provided During this Session)
12:30 pm – 1:30 pm
A panel of parents will discuss their unique experiences related to financial planning for their family. They will discuss lessons learned along the way and offer tips and suggestions from a parent's point of view. Audience participation and questions are welcomed and encouraged.

Guardianship

1:45 pm - 3:15 pm
This session will cover when and why guardianships become necessary and the procedures that must be followed in order to procure a guardianship.


*Inclusion on this list should NOT be considered an endorsement of any kind by the
Down Syndrome Guild of Dallas, either express or implied. Down Syndrome Guild families
have recommended these resources, which are provided for information purposes only.