Dear SEPAC Community and Friends,

Welcome to 2019!

Please see the flyer below welcoming all to attend this Wednesday’s meeting/presentation, on the usual 2nd Wednesday of the month, from 7-9 pm at Andrews Middle School.

In short, this is a workshop presented by Leo Rotman, Certified Financial Planner River Financial Group, LLC and Ken Shulman, Attorney Day Pitney, who will present their workshop entitled “How do I make sure my child can have the life I want for them?”. This will be on January 9, 2019 from 7:00 PM to 9:00 PM at Andrews Middle School (3000 Mystic Valley Pkwy, Medford, MA 02155).

“This workshop offers a holistic perspective on benefit programs, ways to bridge funding gaps, and legal considerations. Leo is the parents of child with special needs and bring a unique perspective including personal and professional experience to working with special needs children and adults, and their families. Ken Shulman specializes in special needs estate planning and has decades of experience working with and advocating for families.”

Below are the personal bios for the two speakers

Leo- “I have been working as a financial planner since 2001 and became a Certified Financial Planner in 2013. My firm specializes in working with families who have children with disabilities by helping them set up plans that will make a significant and meaningful impact to the lives of their child. I got into this kind of planning because of my son, Jakob, who was diagnosed with Autism in 2002. I live in Sudbury, MA with my two boys, Jakob and Noah. Being the single parent of 2 teenage boys definitely has its challenges and often I’m left feeling more like a personal secretary giving constant reminders than a Dad. That said, it’s hard to complain. We have had so much more laughter than tears and I still have most of my hair left. When I’m not working or dealing with teenage angst, I find some time to give back to my community. Mainly I do this by being on a couple of boards: The Federation for Children with Special needs and New England Yachad. I also try to maintain balance and sanity by staying fit and traveling all over the world as often as I can get away.”

Ken- “Ken Shulman assists individuals and families with estate planning and related issues for elders and families with disabled children. He frequently represents clients in guardianship matters and serves as a trustee for families.

Ken’s work in disabilities planning has led him to volunteer with organizations that provide services to persons with special needs. Currently, he chairs the Disabilities Committee of Combined Jewish Philanthropies and he recently completed two terms on the Board of Directors of the Asperger’s Association of New England. He previously served as a board member for several human service agencies, including the Greater Boston ARC. He has also served as a consultant to the Massachusetts Office of Handicapped Affairs, the Massachusetts Disability Law Center, and the Massachusetts Mental Health Legal Advisors Committee.

Ken speaks to consumer groups, professionals in the field and others interested in issues related to estate planning, aging, disability, advocacy, financial planning and the preservation of government entitlements. He is also a frequent presenter for lawyer training sessions and regular contributor to publications of Massachusetts Continuing Legal Education (MCLE), including serving as a featured speaker on Medicare and Medicaid liens in personal injury cases at several MCLE Elder & Disability Law Conferences. He is the co-author of the widely acclaimed book, Managing a Special Needs Trust: A Guide for Trustees. ”

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Source: Medford Public Schools,

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