Location: Unitarian Universalist Congregation of Rockville (UUCR), 100 Welsh Park Drive, Rockville, MD 20850
Cost: Free to xMinds Members; $15 per non-member
Registration is recommended.
Speakers: Mark Friese, Chase Phillips, and Matt Bogin
Have you given much thought to how your family member with autism will be financially supported in the future? Join this discussion with Merrill Lynch Wealth Management Advisors Mark Friese and Chase Phillips and estate planning and probate attorney Matthew Bogin, as they address government benefits, legal planning, family communication and financial planning for our family members with autism. The presenters will discuss a Special Needs Workbook that walks through tools and resources important in financial and estate planning, including Maryland ABLE accounts, special needs trusts, and letters of intent. Whether you are well versed on these topics or need to know baby steps to help you get started, this speaker event will help you begin thinking about these important topics which relate to your family member’s future.
Mark Friese is a Wealth Management Advisor at Merrill Lynch and a frequent speaker and collaborator on seminars, including financial strategies, education planning, tax planning strategies, special needs planning and estate planning strategies. Mark holds a B.A. in Financial Planning from George Mason University. He has also earned the Chartered Retirement Planning CounselorSM, CRPC®) designation, which provides specific proficiency in cash flow planning for retirement and retirement accumulation planning. Additionally, Mark is on the Commission for Persons with Disabilities in Alexandria, VA. and has worked with the National Disabilities Institute in marketing and planning.
Chase Phillips focuses on developing and implementing advanced financial strategies for families, businesses and individuals, including those with long term disabilities and special needs. With Merrill Lynch Wealth Management since 2008, Chase concentrates on clients’ primary concerns: preservation of capital, tax minimization, and lifetime cash flow needs. Since 2017, Chase has been recognized by Forbes/Shook as one of "America's Top Next-Generation Wealth Advisors”. He volunteers at Quality Trust, which is a nonprofit organization striving to improve the lives of children and adults with disabilities and their families.
Matthew B. Bogin has been helping families with special needs members throughout the D.C. metropolitan area for more than 35 years. He is well respected for championing the rights of special needs clients. Currently his particular focus is ensuring that families with special needs members do the important planning that ensures a successful future for these children. Matt is also a professional member of xMinds.