Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

Join us on Wednesday, December 7, 2016

7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts

Approved for 1.5 Hours Credit for CFPs!

This event is sponsored by:

Special Needs Planning - Now for the REST of the Story!

The Financial and Legal planning for Special Needs are an important piece, but only one piece to the Special Needs “puzzle.” The families we serve have loved ones with a wide array of disabilities, and as such, there are differing benefits and supports available from the town, state and Federal governments which may be available. These various supports and benefits often are the cornerstone of the plan for care, as they provide many essential tools needed to create and maintain a fulfilling life for the special needs children and adults of these families.  

Financial planners working with such families need to understand these benefits and supports, guide their clients as they navigate through the very difficult terrain of benefit qualification, and help the family utilize the available resources to best support their special needs family members.

This seminar will encompass a broad understanding of the following areas:

  • Education – what to expect {and not expect} from your town.
  • Housing & Transportation
  • Vocational & Day Programs
  • Social & Recreational Benefits
  • Agency supports and benefits from Social Security, Medicaid {Mass Health}, Medicare, EOHHS, etc.
  • Caregiving

The biggest problem facing special needs families, you will learn, is the disparate and convoluted nature of the Federal, State and Local Programs which may offer benefits or supports to a special needs family member, and the “successful” family – the one who is able to secure “maximum” benefits – typically needs to be a strong personal advocate for their special needs member. 

    This panel discussion will be moderated by Perry M. Smith, JD, LL.M., CLU, ChFC, CFP®

    Meet Our Speaker:

    Michael Weiner

    Michael Weiner is a professional financial advisor for the Commonwealth Financial Group.  He is a registered investment advisor and licensed insurance agent.  His practice is devoted to families whom have children with special needs.  He assists these families by creating comprehensive financial plans that include the integrationof all available benefits for the special needs family member.  He is married to Susan and they currently reside in Medfield, MA.  The youngest of their son’s, Zachary, is now 27 years old, and has developmental delays, and an intellectual disability.  Despite the challenges that Zack has to face each day, he lives in an apartment in Brookline, and works at a full time job in downtown Boston.

    Mike currently serves as the Treasurer for the Federation for Children with Special Needs, and is and advisory board member for his local area Dept. of Developmental Services.

    Boston Chapter of the Society of Financial Service Professionals

    Phone: 617.285.2845  Email:

    Boston FSP is a 501(c)6 non-profit organization.

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