6-7:30 p.m. Thursday, Aug. 27, Sept. 24, and Oct. 22, at The Timothy Freeman MD Center for Developmental Disabilities. 2830 Victory Parkway, Cincinnati, Ohio 45206

The Freeman Center is happy to announce its collaboration with Chris Collier, Financial Advisor with Mass Mutual.

This 3-part financial series, hosted in The Freeman Center’s community room, will discuss much of the financial planning process for those with family members who have a dependent with a developmental disability. 

• Session 1: August 27

  • Special Needs Trusts
  • Financial Resources
  • ABLE Accounts
  • Letter of Intent

• Session 2: September 24 with Debra Schwartz

  • Identify SSA’s different programs
  • Demystify Social Security – Eliminate the Fear
  • Identify How to Apply for Benefits
  • Identify Ways to Work and Still Qualify for Benefits

• Session 3: October 22

  • Manage rising costs of care for families of dependents with a developmental disability through tax planning opportunities
  • Reduce a family’s overall tax burden using…

    • medical expenses
    • special education costs
    • caregiving credits
    • & other tax provisions

  • Navigate planning decisions with greater understanding & confidence

Each session will cover a different area of financial planning.

Meet Your Speaker

“Chris has been assisting families and business owners in creating secure, effective, efficient, coordinated financial plans for over 35 years. He chose to become a financial
planner out of his desire to make a difference in the lives of his clients. He finds it very rewarding to craft financial strategies that help his clients achieve their goals and dreams.

A Cincinnati resident of Anderson Township for 35 years, Chris and his wife, Katy, have four children: Philip, Charley, Peter and Libby. Chris is a devoted father and enjoys golf, tennis, photography, collecting baseball-related memorabilia and attending Reds games.”

HCDDS is not the host of this event, and details can change; contact the organizer to confirm.