Transition Planning: Financial Planning for Two Generations Networking Lunch

A teacher, parent and student using a white cane, walk towards the school entrance.
February 7, 2020 - 12:00pm to 2:00pm
Grousbeck Center
United States
175 North Beacon Street
Watertown, MA 02472

Please join us as Alexandria Nadworny from Affinia Financial Group presents:

Planning for Two Generations

Special Needs Financial Planning is planning for two generations.  Many children with a disability must be supported their entire lives, even long after their parents have died.  Affinia Financial Group's approach reaches beyond the limited boundaries of Wills and Trusts to provide you with a roadmap to address your own family's Special Needs.

Planning for Two Generations centers on Affinia Financial Group's Special Needs Planning Timeline™.  The timeline highlights the various planning pressure points where parents should be aware of changes relating to their child's benefits, legal and financial issues.  The primary focus is to help parents avoid common mistakes and pitfalls in their own planning.

In addition, Affinia Financial Group will discuss the ABLE account and its potential role in planning for your child.

Please RSVP for the event using the form below.

About the presenter:

Alexandria Nadworny brings her experience as a Certified Financial Planner® Professional, and her empathy and knowledge as a sibling and future guardian of her brother James, to advising families of individuals with special needs.  She has become a sought after speaker on the topic of building a Team to Carry On™, encouraging and guiding families to plan for when they are no longer able to do all they do for their loved one.

As well as building her own general wealth management practice, Alexandria is a key member of the Special Needs Financial Planning team, working with client families to educate and advise the next generation of family members.  Alexandria is a co-author of SibTips, an e-book outlining tips and vocabulary for brothers and sisters of individuals with special needs.

Alexandria is an active participant in several organizations and fundraisers designed to benefit individuals with disabilities.  She is on the board of the local Department of Developmental Services (DDS) Citizens Advisory Board.  Alexandria is the Vice-President of the Massachusetts Guardianship Association.


This workshop is appropriate for people from all states.

For in-person attendance, please RSVP for the event, using the form below.

RSVP to Attend In Person


Empowerment Series: Financial Planning for Two Generations Networking Lunch

Date: February 7th, 2020

Primary Contact Information

Additional Adult Contact Information
*To add an additional adult contact, use the Add Additional Adult link below.



Watch Live

For those that cannot attend in person but would like to view this workshop, please set a reminder for YouTube Live to notify you when the video goes live! It will begin on February 7th at 12:00PM EST.

Or, you can bookmark this page to watch the live presentation.

Event Date: 
February 7, 2020 - 12:00pm to 2:00pm
Add to Calendar