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 host, Jordan Rich.
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 and the entire PLAN community on: Wednesday, Dec 9 & 16, from 5:00 – 6:00 p.m. via Zoom We’ll explore ways to cope with grief […]
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 Operations for PLAN of MA & RI Craig Richardson from Special Needs Resource Network
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 PLAN of MA & RI Craig Richardson of The Special Needs Resource Network Some of the topics we will explore: Legal Documents: What every family […]
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 500, rallied over 30 percent and investment grade bonds, as measured by the Bloomberg Barclays US Aggregate Bond Index, appreciated just under 4 percent (returns […]
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 beneficiaries and partners while fully complying with the rapidly evolving guidelines provided by the CDC, MA and RI DPHs, Federal and State Medicaid, and other […]
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 now down over 20% from their peak. Plan of MA & RI investment portfolios are constructed with the understanding that financial markets will become more […]
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 have not yet been issued and the effective date of the pending regulations has not been set. Existing trust accounts We do not have any […]
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