Welcome to the first edition ofPlanning with Purpose, a monthly newsletter created to empower families caring for a loved one with special needs. We understand that navigating the financial, legal, and caregiving landscape can feel overwhelming, and our goal is to provide trusted guidance, practical resources, and timely information to help you make informed decisions with confidence.
At Pettinelli Financial Partners, supporting special needs families is more than a specialty, it is a passion. We believe every individual deserves the opportunity to live a fulfilling life, and every family deserves access to knowledgeable professionals and resources that can help them plan for the future. Through years of working alongside families, advocacy organizations, and community partners, we have seen firsthand the value of education, preparation, and connection.
Each month, you can expect:
▶ Helpful Articles featuring important financial, legal, and planning topics that matter most to special needs families.
▶ Community Resource Spotlight introducing organizations, programs, and services that can provide valuable support.
▶ Upcoming Events & Webinarswhere you can learn from professionals, connect with other families, and stay informed about important issues affecting the special needs community.
Thank you for joining us on this journey. We hopePlanning with Purposebecomes a trusted resource that helps you feel informed, empowered, and supported every step of the way.
MONTHLY ARTICLE DROP:
1️⃣ TYPES OF DISABILITIES, A CLEAR GUIDE:
More than one in four adults in the United States have a disability, according to theCenters for Disease Control and Prevention (CDC).
Disability is not one single experience. Some people are born with a disability. Others develop one later in life because of an illness, injury, or chronic condition. Anestimated 10 percentof people with disabilities have “invisible” impairments such as chronic pain or certain neurological conditions that may not be readily apparent to others.
What Is a Disability?ClickHEREto learn more.
2️⃣ WHO ARE THE KEY PLAYERS IN SPECIAL NEEDS PLANNING?
A quarter of householdsin the United States include at least one family member with a disability.
These families grapple with complex legal and financial issues. What will happen to the individual with a disability when caregivers pass away? How can families save money for the future without putting eligibility for public benefits at risk?
What services and government benefits are available for the person with the disability?Click HEREto learn more.
UPCOMING RESOURCES & EVENTS
Saturday, August 1st-BACKYARD BOOGIE BASH(San Leandro)
Saturday, August 15th-SOMETHING FUN FOR EVERYONE(Sunnyvale)
Tuesday, August 18th-9th ANNUAL DOUG TRANGSRUD MEMORIAL GOLF TOURNAMENT(Minnesota)
Wednesday, August 19th-FREE PARENT EVENT - NAVIGATING YOUR CHILD'S IEP(VIRTUAL)
