At STARability Foundation, we are a family bound together by having someone very special to us with a developmental or intellectual disability. You are invited to join us for an in-person seminar about planning for your child’s future. Our presenters will take a holistic approach to helping you identify steps you can take to plan and prepare for your child to have the life you want for them. Topics that will be covered include:

Planning and putting a team in place to form a circle of support for you and your child
Government benefits
Estate planning
Special Needs Trusts and ABLE accounts

Our Speakers

Leo Rotman, Certified Financial Planner

River Financial Group, LLC

Leo Rotman has been working in financial services since 2001. He received a B.S. in economics and finance from Bentley University and later became a Certified Financial Planner.  In 2012 he started his firm, River Financial Group, LLC and began working almost exclusively with families who have children with disabilities. Having raised a child on the Autism spectrum, he felt that his personal and professional experiences could benefit other families. He has received the Five Star Wealth Manger award multiple times and frequently provides educational workshops to families about how best to create holistic financial and estate plans. Leo has been on the Board of The Federation for Children with Special Needs since 2014. When not working or volunteering, Leo enjoys travelling all over the world and SCUBA diving. He splits his time between the Boston area and the Miami area.

Lisa B. Goddy, J.D.

Partner at Wollman, Gehrke & Associates, P.A.

Lisa Goddy became Partner at Wollman, Gehrke & Associates, P.A. in 2019. Lisa assists clients in designing comprehensive plans tailored to meet their goals and objectives, giving them peace of mind in knowing that they have planned for their future and provided for their families for successive generations. Before joining the firm, Lisa worked at a large, multi-state law firm and a mid-size law firm, where her practice focused on sophisticated estate planning and complex trust and estate administration.

Guest Speaker

Glenn Shimkus

CEO of Prisidio

Glenn is a technology enthusiast and entrepreneur with nearly 30 years of experience building world-class teams and delivering exceptional products. He is the co-founder and CEO of Prisidio, which offers a digital vault to securely collect, protect, and share your most important information with the key people in your life. Prior to founding Prisidio, he was the co-founder and CEO of Cartavi, which he sold to DocuSign.

Glenn will cover the important of actively managing one’s most important information as it relates to planning and preparation. This includes how to pull together key elements like what you have, where you have things, who the key people are in your life and of course your important documents. He will discuss how to securely store and share this information with loved ones and key advisors as well as how to ensure that this information is transitioned in the event of one’s passing.

To learn more about the services and program offerings available, please click here.

Future Planning Seminar

By STARability Foundation

Future Planning Seminar

A holistic approach to plan and prepare for your child's future.