In this episode, hear from Tom Alessi and Craig Richardson, founders of the ARIES Foundation for Financial Education. Hear how this nonprofit organization helps to educate people on how to have a bett

In this episode, hear from Greg Donnelly, President and CEO of the Carroll Center for the Blind, as he discusses how the organization achieves its mission of empowering those who are blind and visuall

In this episode, hear from Mary Beth McMahon, President and CEO of Special Olympics Massachusetts, as she highlights just how special this organization is. Special Olympics Massachusetts strives to sp

In this episode, hear from Patrick Shaughnessy, State Director of Best Buddies of MA & RI, as he discusses the mission of this 501(c)3 organization: to establish a global volunteer movement that creat

In this episode, hear from Jo Ann Simons, President and CEO of Northeast Arc, as she discusses the organization and how it reflects its mission of helping individuals with disabilities to achieve thei

In this episode, hear from Elder-Law Attorney, Michelle Lapointe, as she discusses special needs trusts and her relationship with PLAN. She highlights how to set up a special needs trust, the differen

In this episode, hear from Kathy Vitello, the Director of Operations at PLAN of MA & RI and Licensed Social Worker. Tune in as she discusses the importance of the on-staff social workers, AKA service

In this episode, hear from Joan McGrath, the Executive Director at PLAN of MA & RI. Listen as she discusses PLAN and its history, what PLAN does as a Professional Trustee, and why someone would benefi

This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are,