Special Needs Financial Planning

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About this event

Friday, September 25, 2026 | 9:30 - 11:30 AM Matthew 25: Ministries | Mettey Event Center, Blue Ash KeyBank and Ken Anderson Alliance are hosting a second special needs financial planning session for Cincinnati parents and families of individuals with disabilities. Planning for a Loved One's Future At Ken Anderson Alliance, we know that families often face uncertainty when it comes to planning for the future of a loved one with a disability. The process can be overwhelming and isolating. Presenters from Key Private Bank and the Law Offices of Burke & Pecquet will provide direction on navigating guardianship, power of attorney, wills and more during this session. What We'll Cover Life Insurance & Financial Planning - building a long-term financial plan for a family member with a disability Guardianship & Power of Attorney - understanding your legal options as your loved one reaches adulthood Letter of Intent & Wills - documenting your wishes and preparing for the future Who Should Attend This session is designed for parents, siblings, caregivers and family members of adults and children with intellectual and developmental disabilities in the Greater Cincinnati area. No prior financial or legal knowledge is needed. This session is free and open to the public. Space is limited - reserve your spot now! RSVP Now →

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