“Building a Secure Future: Financial Planning for Grandchildren with Special Needs.”

Are you a grandparent who wants to make a lasting difference in your grandchild’s future? Many grandparents play a vital role in supporting their grandchildren with special needs — emotionally, practically, and financially. But when it comes to planning for their long-term care and financial security, the path can feel complicated.

Join us on Friday, January 9th, for a meaningful and informative session:

“Building a Secure Future: Financial Planning for Grandchildren with Special Needs.”
Our guest speaker, Bradford S. Vannelli, CRPC®, at Transcend Capital Advisors will guide us through key strategies to help families plan thoughtfully and effectively. During this discussion, you’ll learn about:
• Gifting assets in a tax-efficient manner
• Planning for long-term financial stability and independence
• Understanding how financial choices may impact benefits and services
• Integrating family goals into a comprehensive financial plan

This session will endeavor to provide practical information and reassurance — helping grandparents feel confident in the steps they take today, aiming to build a more secure tomorrow for their grandchild.
Beyond the financial insights, this event is also a wonderful opportunity to connect with other grandparents, share experiences, and gain emotional support from those who understand the journey of raising and caring for children with unique needs.

Let’s continue to build community, share knowledge, and inspire one another as we navigate this path together.

Event: Conversations, Connections & Coffee
Date: Friday, January 9, 2026
Location: Nina Iser Jewish Cultural Center
Time: 10:00- 10:45 Guest Speaker (parents & grandparents are invited to attend)
10:45-11:30 Small group conversations- in person only