Home / About Us / Events


Caring for Your Loved One with Special Needs


What Every Caregiver
Needs to Know

Our workshop provides an overview of financial & estate planning for families that have dependents with special needs. We address critical areas of concern, such as navigating and maximizing government benefits through an overview of programs such as SSI/SSDI, Waivers & Social Security. The workshop will also address important estate planning considerations such as Wills, Special Needs Trusts, and the differences between Guardianship and Powers of Attorney. Finally, it will make attendees aware of how special needs financial planning is different than traditional financial planning.

Hosted by:
Pat Bergmaier, CFP®, ChSNC™, RICP®
Randy Hope Steen, Esq.

Stay & Play is available, must pre-register
To register for Stay & Play please email
To register for the seminar please email Pat Berg maier at pbergmaier@

Held in the Clubhouse
Central Bucks Family YMCA, 2500 Lower State Road, Doylestown, PA