We Moved!
Date posted: July 18, 2022We are excited to share that we have moved our main office! We are sad to say goodbye to our old office in Needham, but excited to join our new […]
Read MorePLAN is Platinum Sponsor for AANE’s 2022 Virtual Jody Acford Conference!
Date posted: February 7, 2022This year, PLAN is excited to be a platinum sponsor for AANE’s 2022 Virtual Jody Acford Conference: a Roadmap Through Adulthood! We are so happy to be supporting this organization […]
Read MorePLAN of MA & RI is Named Preferred Special Needs Planning Partner of Northeast Arc
Date posted: July 20, 2021Danvers and Needham, MA and Providence, RI — Planned Lifetime Assistance Network of Massachusetts and Rhode Island, Inc. (PLAN of MA & RI), a nonprofit organization proudly serving people with […]
Read MorePLAN of MA & RI and Asperger/Autism Network (AANE) Announce Strategic Partnership
Date posted: May 7, 2021Plan of MA & RI shows support of organization with $25,000 donation. NEEDHAM and WATERTOWN, MA, and PROVIDENCE, RI, ISSUED APRIL 28, 2021… Planned Lifetime Assistance Network of Massachusetts and […]
Read MorePLAN of MA & RI and Carroll Center for the Blind Announce Strategic Partnership
Date posted: March 25, 2021Plan of MA & RI also shows support of organization with $50,000 donation Watch the video presentation here: Carroll Center Check Presentation NEEDHAM and NEWTON, MA, and PROVIDENCE, RI, ISSUED […]
Read MorePLAN of MA & RI is Named Exclusive Special Needs Trust Partner with Best Buddies of MA & RI
Date posted: March 18, 2021Plan of MA & RI also shows support of organization with $100,000 donation Watch the video presentation here: https://www.youtube.com/watch?v=EiS6WFRiNJQ NEEDHAM and BOSTON, MA, and PROVIDENCE, RI, ISSUED MARCH 18, 2021… […]
Read MoreJoin us for the Online Webinar: How Do I Fund A Special Needs Trust?
Date posted: March 12, 2021Please join us for an informational seminar on April 7 presented by the Aries Foundation for Financial Education.
Read MoreJoin us for the Online Webinar: Coordinating Your Special Needs Financial & Estate Plan
Date posted: February 24, 2021Please join us for an informational seminar on March 30 presented by advisors from Harty Financial …
Read MoreSpecial Olympics Massachusetts Names PLAN of MA & RI Exclusive Special Needs Trust Partner
Date posted: February 19, 2021Plan of MA & RI announced today it will serve as the new exclusive special needs trust partner with Special Olympics Massachusetts, and shows support of organization with $100,000 donation.
Read MoreExecutive Director Joan McGrath on WBZ Radio
Date posted: January 21, 2021Hear our very own Joan McGrath, Executive Director of PLAN of MA & RI, discussing Special Needs Trusts recently on WBZ AM 1030’s New England Weekend radio program with long-running […]
Read MorePLAN for the Holidays
Date posted: December 5, 20202020 has certainly been challenging, and PLAN of MA & RI is here to support you! Our social work team is offering two very special support sessions for our beneficiaries […]
Read MoreWebinar: Special Needs Planning and Concerns for Parents
Date posted: September 21, 2020Webinar brought to you by Planned Lifetime Assistance Network (PLAN of MA & RI) in conjunction with the Aries Foundation for Financial Education. Special Guests: Kathy Vitello, LSW, Director of […]
Read MoreSpecial Needs Planning and Concerns for Parents – LIVE Webinar Thurs, Sept 17th at 4:30 p.m.
Date posted: September 16, 2020Join us for this important topic for parents or guardians of children with Special Needs on Thurs, Sept 17 at 4:30 p.m.. Guests: Kathy Vitello, LSW, Director of Operations for […]
Read MoreA Message from Webster Bank 5/1/2020
Date posted: May 1, 2020The stock market hit its lowest point of 2020 on March 23. Since then the stock and bond market have seen positive results. US stocks, as measured by the S&P […]
Read MoreUpdate to PLAN’s COVID-19 Response
Date posted: April 2, 2020To all of our PLAN Beneficiaries, Colleagues and Partners, Several weeks ago we created and implemented a COVID-19 response plan and approach that has allowed us to continuously serve our […]
Read MoreA Message from Webster Bank 3/24/2020
Date posted: March 24, 2020This has been a very stressful and unprecedented period for everyone for obvious reasons. The financial markets continue to show extreme levels of daily volatility and US stock markets are […]
Read MoreMassHealth Pending Regulations Expected to Impact People 65 and Over
Date posted: September 11, 2019In October 2019 MassHealth is expected to finalize new regulations regarding financial eligibility. These regulations are expected to effectively disallow funding pooled trusts for people 65 and over. Final regulations […]
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