Workshops

PLAN offers presentations and small group discussions for groups on topics related to effective special needs financial planning and special needs trusts. To schedule a program with the PLAN team, please reach out to us at 617-244-5552 or [email protected].

For Individuals and Families	For Special Needs Professionals	Customized Programs

Two Adams Place Suite 110, 859 Willard St. Quincy, MA 02169

331 Waterman St., Suite 225W Providence, RI 02906

While our offices are located in Quincy, MA and Providence, RI, we provide special needs trust services to individuals located in or near Greater Boston, North Shore MA, South Shore MA, Central MA, Western MA, Cape Cod, Providence RI, Warwick RI, Newport RI, Cranston RI, and all other parts of Massachusetts and Rhode Island.

View our privacy policy.