Date(s) - 06/09/2021
12:00 pm - 1:00 pm
DESCRIPTION: Learn what a special needs trust is, how a special needs trust is beneficial to people and their families, and how special needs trusts work together with ABLE.
WHERE: Online via Zoom
HOST: AANE Staff
SPEAKERS: Joan McGrath has more than 25 years of experience in professional accounting and finance and has been with PLAN of MA & RI since 2009. Prior to assuming the role of Executive Director, Joan was the Director of Finance at PLAN. She has been an auditor with a “big four” public accounting firm, where she focused on high growth and emerging business clients from start-up to IPO. She also led her own private consulting practice where she worked with nonprofits, service organizations, and venture capital startups. Joan earned her Bachelor’s degree in Accounting from Boston University’s Questrom School of Business.
Kathy Vitello is a Licensed Social Worker with more than 35 years of experience working with seniors, people who are physically challenged, and chronically ill. She has broad experience and insight—drawn from her work in hospitals, in skilled nursing, rehabilitation, and psychiatric facilities, and in-home care and hospice settings. Kathy holds a degree in Mental Health from Northern Essex Community College; has a BA in Applied Mental Health from University of Massachusetts, Amherst; and earned certificates in Suicide Prevention in Older Adults and Mental Health and Aging from the Institute for Geriatric Social Work at Boston University. Kathy has also participated in a week-long training in Thanatology and is a member of the NPA Conference Planning Committee.
PLAN is an AANE Strategic Partner and conference sponsor.
CAPACITY: 500 participants
REGISTRATION: Advanced registration is required. After you have registered, a confirmation email is sent with a link to attend the program. Registrants who do not receive the confirmation email should check their email spam folder. Registration closes 24 hours prior to the event or first session. Early registration is highly recommended as many programs fill quickly.
This webinar will be recorded. If you are not available during the live presentation, registrants will receive the video link to access the recording of the presentation two business days after the session ends. Registrants can access the recorded presentation for 30 days.
EVENT & GROUP INFORMATION: All AANE programming is currently online. The following terms are used for different audience specifications:
- “Open” events/groups may have different participants joining from session to session and “Closed” events/groups have the same participants for a set number of sessions.
CODES OF CONDUCT: Participants at AANE events are expected to act respectfully toward other participants and group facilitators. AANE reserves the right to deny admission to and/or ask individual participants to leave an event. For more information see FAQS.
TECHNICAL SUPPORT: The online platform for the event/program will be listed in the confirmation email from AANE. For assistance with Zoom, please visit the Zoom Help Center prior to the event to become familiar with the platform.
- Stephanie Birkdale, AANE
- 617-393-3824 x232