Community Outreach

Events

Periodically, we offer programs, seminars and workshops that may be helpful to you as a beneficiary. For example, our social work team offered a virtual support sessions on how to cope with stress and major life changes as an individual with physical or developmental disabilities.

Our friendly and knowledgeable experts in special needs trust management are available to speak at your events upon request. PLAN offers workshops and trainings to large and small groups on topics related to effective special needs financial planning and special needs trusts. To schedule a program with the PLAN team, please call 617-244-5552, or email us at [email protected].

Upcoming Events

Advocacy

We are proud advocates and supporters of individuals with both physical disabilities and developmental disabilities, and of our colleagues in the disability community. We actively participate in many disability events and programs throughout MA and RI. If you would like a representative from PLAN to exhibit at your event, please send an email to [email protected]. Likewise, we hope you will stop by our table and visit with us to learn more about our fiduciary trust services, special needs social support services, and special needs estate planning services.