“Estate Planning for Families of Children with Disabilities”
The Cohasset SEPAC presents John Mahoney, Certified Special Needs Financial Advisor, on Tuesday, October 4th at the Paul Pratt Library with 7pm coffee and conversation and the presentation at 7:30-9pm.
Mr. Mahoney’s presentation will focus on the importance of estate planning for special needs families.
Estate Planning:
1. Identify the cost of providing lifetime support for a seriously disabled child, select sources of funding, determine the need for a Special Needs Trust (SNT) and choose appropriate strategies for investing SNT assets on a child’s behalf.
2. Helping clients address estate-planning concerns with coordinated solutions that meet the needs of both the child with a disability and other members of the family.
Team with professional advisors such as SNT attorneys and disability organization advocates/care managers to deliver coordinated, customized solutions.
Mr. Mahoney comes to us from Merrill Lynch Wealth Management Advisors. He has over a twenty year business career He has worked with many clients in a fiduciary capacity for American Express, Charles Schwab and Scudder Mutual Funds. He has also been Chief Financial Officer for two independent schools. He earned a Master of Business Administration from the Isenberg School of Management at the University of Massachusetts-Amherst and a Master of Education degree from Old Dominion University in Virginia.
The current SEPAC officers would also like to welcome two new board members. The new officers are Vice-president, Kim Carvette and Osgood Liaison, Kim Whittemore. They are an outstanding addition to the board. New this year, located in the PSO calendar is the entire line up of speakers for the school year, SEPAC’s new twitter address and contact information of the SEPAC officers.
All Cohasset SEPAC seminars are free of charge and refreshments will be served.

