CRESCENDO NOTES
Special Needs Financial Planning
With the end of the year rapidly approaching, I've looked back on my Crescendo Notes newsletter to see which ones you've read the most.

This tells me so much about all of you!
  • You want to make sure that your estate planning is in order with the creation and implementation of a Special Needs Trust for your loved one with Special Needs.
  • You are interested in understanding what housing options are available for them.
  • You want to understand the "decision points" along the timeline of special needs planning for your child.
Here are some of the popular posts to re-read over the holidays:


  • August 2018 - Managing the Stages of Life While Raising a Child with Special Needs - I first introduced my Special Needs Planning Timeline in this issue. I created this visual as a tool to provide education on the “pressure points” in the life of planning for individuals with special needs. It has helped me educate my clients on what decisions we need to make when, and most importantly why.  The earlier you begin the planning process, the better. But it's never too late to get started and plan.

  • March 2018 – Housing for Individuals with Disabilities - this newsletter speaks for itself and in here I highlighted a national organization in Arizona called First Place which describes itself as “a new era of housing for adults with autism and other special abilities in the most autism friendly city in the world”. 

In the last few weeks I was able to attend two presentations conducted by the Center for Independent Futures and their New Futures Initiative™ which helps you create successful community living options for individuals with disabilities in your own community. Watch their video to learn more about them.

There are exciting things happening in the Greater Milwaukee Community regarding housing options.

Emily is 7 years old, I am on this journey with you and am very excited about what several amazing women in this community are working hard to help others accomplish. My husband and I only want Emily to live with us, or her sisters if that is the best fit for her , not because there are no other options for available.

 Stay Tuned for more on this important topic....….
It has been another great year for my Special Needs Financial Planning practice at Crescendo Wealth Management, LLC.  I feel very fortunate to do this work that I love. Thank you for continuing to read, connect with me, and make the decisions for your own loved ones that is beneficial not just for your families, but for our society as a whole.

Stay Tuned for more education and information in 2019...
UPCOMING PRESENTATIONS - 2019
Parents United
When: Wednesday January 23, 2019 9:30 to 11 am
Where: The Ingleside Hotel - Pewaukee (old Country Springs)
What: Special Needs Trusts and ABLE Accounts


Wisconsin FACETS
When: Wednesday February 6, 2019 @ Noon
Where: Webinar
What: ABLE Accounts and Financial Planning for Families of Individuals with Special Needs

Petrie and Pettit
When: Wednesday March 13, 2019 @ Noon
Where: Webinar - email to follow in JANUARY with details to REGISTER
What: Special Needs Trusts: from creation to funding to management
Co-Speaker: Sumeeta Krishnaney, Attorney at Law with Petrie Pettit; C lick here to read her bio

HAPPY HOLIDAYS FROM MY FAMILY TO YOURS!
Securities and Advisory Services offered through JW Cole Financial , a registered investment advisor. Member FINRA/SIPC.  Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Crescendo Wealth Management and JWC/ JWCA are unaffiliated entities. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying this message is strictly prohibited. If you have received this message in error, please immediately delete. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual, nor intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.