Top Financial Mistakes to Avoid for Dependents with Special Needs

Not planning at all for the future is the biggest mistake a family can make, especially when it can impact a loved one with special needs.  But there are also some common mistakes that can be avoided.

Join us for a panel discussion with Kelly Piacenti of MassMutual SpecialCare and Jerry Hulick of The Washington Group Special Care Planning Team to review some common planning situations with the understanding that the actual plan created for an individual with special needs will be unique to their needs and lifestyle. Avoiding these common situations can provide a significant impact on the life of a loved one with special needs today and well into their future.

We recommend reviewing this resource prior to attending:

Come prepared with your questions. You may also submit your questions in advance when completing your registration. We will do our best to answer as many questions as possible.

If you have additional questions, feel free to email us at contact@fragilex.org. 

The webinar will be recorded and available to all registrants.

Learn More About the Panelists

Kelly Piacenti, MA, CHSNC®

Kelly Piacenti is responsible for the MassMutual SpecialCare program which includes nearly five hundred Special Care Planners1. She also oversees partnerships between MassMutual and the largest special needs non-profit organizations across the country; including The Arc, Autism Society, Huntington’s Disease Society of America, National Down Syndrome Congress (NDSC), Tuberous Sclerosis Alliance, and United Cerebral Palsy (UCP).

Jerry Hulick, CLU, ChFC, ChSNC, CLTC 

Jerry retired as General Agent of The Washington Group of MassMutual in 2004. In the same year he started The Washington Group Special Care Planning Team. The Washington Group Special Care Planning Team’s mission is to help make a positive difference in the lives of individuals with special needs, their caregivers, and other family members. Knowledgeable and dedicated Special Care Planners assist families with developing valuable financial strategies and creating strategic financial solutions that integrate with Government programs. The Special Care Planning Team has developed a unique network of professionals within the Special Needs community. This devoted network assists families, not only with their financial planning, but also provides a wide range of expertise to fit the diverse concerns of Special Needs families.