Skip to content

« All Events

Special Needs Financial Planning Session

May 8 @ 9:30 am - 11:30 am

In conjunction with KeyBank, Ken Anderson Alliance is hosting an important informational session on Friday, May 8, designed specifically for parents and families of individuals with disabilities. The session will focus on The ABC’s of Special Needs Planning, Trusts, and Medicaid that help ensure long-term care and support for your loved ones.

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. From navigating government benefits to understanding legal and financial tools, the process can be overwhelming and isolating.

This session is free and open to the public. Space is limited so please click the link to RSVP.

 

Date: Friday, May 8th, 2026

Where: Cincinnati Public Radio, 2117 Dana Avenue, Cincinnati OH 45207

Time: 9:30 – 11:30am

Topics: The ABC’s of Special Needs Planning, Trusts, and Medicaid

 

Panelists:

Tim Rodgers, JD – Regional Fiduciary Director, Key Private Bank

Ian Humphrey, JD, MST, CFP® – Senior Wealth Planner, Key Private Bank

Ashley Shannon Burke, CELA – The Law Offices of Burke & Pecquet, LLC

Greg Darling – Executive Director, The Disability Foundation

Details

Organizer

Venue

  • Cincinnati Public Radio
  • 2117 Dana Avenue
    Cincinnati, OH 45207     + Google Map