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Financial, Legal, and Benefits Planning for DC Families

In collaboration with the Lollipop Kids Foundation, we are offering an opportunity for families in D.C. to learn how to establish the necessary foundation for their child's future financial success. Families will learn about:

  • The four pillars of special needs planning
  • Steps to start the planning process
  • Ways to fund special needs trusts
  • Information about ABLE accounts and more!


Chase Phillips, Merril Lynch Special Needs Financial Advisor

Mary Jo Broussard-Speier, Special Needs Attorney

Jon Laskin, State Farm Insurance Agent


Thursday, May 31st



Chevy Chase Community Center

5601 Connecticut Avenue, NW

Washington, D.C. 20015

RSVP: Email Cindy Vargas: Please sign up soon as space is limited!