Future Care and Financial Planning For Individuals with Special Needs:
What Every Caregiver Needs to Know

2-4 p.m. on Sunday, February 5, 2023

In this forum, presenter Pat Bergmaier, CFP®, ChSNC®, will provide an overview of financial & estate planning for families that have dependents with special needs. He will address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as SSI/SSDI, Waivers & Social Security. The presentation will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Finally, it will make attendees aware of how special needs financial planning is different than traditional financial planning. Strategies will be presented to address funding of special needs trusts, tax planning considerations, and ensuring quality of life and lifetime care are maintained for loved ones. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child’s life can become a reality, whether they are here or not. Click here to register.

NAMI Main Line Support Groups

Our next Wellness Chat for Family-to-Family Graduates will be on Tuesday, February 21, at 7 p.m. Please contact Judy at F2FMainLine@aol.com for the upcoming meeting information.

Our NAMI Connection Recovery Support Group for adults living with mental illness on meets on Tuesday evenings on Zoom. Please contact Danielle Sulpizio at (484) 880-0660 or Ed Kane at (484) 744-0860 for more information.

Our Parent Peer Support Group for parents with a middle school through young adult child meets weekly on Wednesday evenings via Zoom. If you are interested in joining this support group, please email Nancy.

For more information about our other support groups, please go to https://namimainlinepa.org/support/support-groups/ .

Other Upcoming Events

Registration is now open for NAMI Keystone Pennsylvania’s 2023 Child, Adolescent, and Transition Age Youth Mental Health Conference, Pursuit of Perfection and the Impact on Youth Mental Health. The conference will take place on Friday, Feb. 10, 2023, at The Westin Pittsburgh. This conference will address the research and trends related to perfectionism, the challenges young people are facing, and how adults can offer support in reframing the concept. Thanks to a grant from NAMI, registration rates have been lowered. The rates are lower for all categories and students are FREE with a valid school email. Special school group rates are still available. Email Sara Levine Steinberg for details. Continuing Education and Act 48 Credits are being offered. Because of the grant, NAMI Keystone Pennsylvania is also doubling the scholarship amount for the Youth Mental Leadership Award to $1,000.

Bring Activity Into (Back Into) Your Life – New Temple University Study

The Temple University Collaborative on Community Inclusion, in collaboration with the Copeland Center for Wellness and Recovery, is conducting research on a new online peer group workshop called REACH (Resilience, Education, Action, Community, Health). The goal of the workshop is bringing activity into, or back into, your life. If you would like more information or would be interested in participating in this research study to examine the impact of REACH, please contact TUCOLLAB@Temple.edu.


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