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presents
Parent Planning with Purpose
A Hands-On Workshop for Parents of Adults with Disabilities
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No one is going to manage an adult child's legal and financial future except their parents. It’s not a criticism of the professionals that are hired - it's the reality. At the end of the day, parents are the ones who must understand the highly specialized long-term plan for their individual child, connect the pieces, and make sure nothing falls through the cracks.
That's exactly what the GANCC Parent Planning with Purpose Workshops is built to do.
We're bringing together a special needs attorney and a financial advisor who specializes in disability planning into one room, at one table, for parents - to teach everyone how the legal and financial sides of a disabled adult's plan works together ... and how to manage it going forward.
Right now, most parents are flying blind.
Parents may be starting or already have a special need trust — but do you understand how to fund it? You may be applying for or already have government benefits in place — but do you know what triggers a loss of SSI or Medicaid? You may be creating a will and an estate plan — but does your extended family know how to leave money to your child without destroying the benefits they depend on?
For example, Grandma passes away and leaves your child $50,000 directly - with nothing but love behind it. The money hits their bank account. Suddenly they're over the resource limit. SSI - gone. Medicaid — suspended. Housing support, medication, daily care - all at risk. Not because of bad intentions, but because the family didn't understand the rules.
This is preventable ...
but only if you understand how the system works.
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The Professional Presenters
HEATHER NADLER, JD
Ms. Nadler is a Partner with Nadler Biernath Special Needs and Elder Law.
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TANA GILDEA, CFP, CPA, CCFS, CDFA
Ms. Gildea is a Senior Wealth Advisor with HB Wealth
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What we keep hearing from parents:
"I have a special needs trust but I don't really understand how it works or how to fund it."
"My mother left money directly to my son. He lost his benefits for months."
"My attorney and financial advisor do not understand the complexities of special needs funding along with government barriers - and I don't know enough to bridge the gap."
"I don't know what questions I should be asking."
"My brother wants to leave something for my disabled daughter, and I have no idea how to guide him."
"I've been to the big seminars. I leave with information overload and no idea how it applies to my specific child and family’s situation."
This workshop puts you in the driver's seat.
Our GANCC Parent Planning Workshop is here to teach you how the pieces fit together — trusts, government benefits, ABLE accounts, estate plans, inheritances, long-term funding — so that you can manage your child's plan with confidence. So you know what to ask your attorney. So you know what to tell your financial advisor. So you can sit down with your parents, your siblings, your family, and explain exactly how they can help without accidentally causing harm.
And we're doing it the only way that works – keeping it small.
We're capping this at 12–16 parents, broken into small groups of 6–8, working shoulder-to-shoulder with both professionals. Parents ask your questions. Parents hear other parents ask theirs. Everyone will begin to truly understand the legal and financial interconnectivity with more clarity and will leave understanding their own child's plan.
What parents walk away with.
The knowledge to understand how your child's legal and financial plan works as one integrated system. A roadmap connecting the legal documents to a real funding strategy. The ability to ask the right questions, catch the gaps, and guide your family. The confidence to lead your child's planning team.
This workshop is for you.
You're a parent or caregiver of an adult (or soon-to-be adult) with a disability. You have some pieces in place but don't fully understand how they connect. You want to learn how to manage and oversee your child's plan — not just delegate it. You want real answers to your specific questions in a room small enough to ask them.
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The Details of Event
Date: Tuesday, July 21, 2026
Time: 5:30 PM – 8:15 PM
Location: Nadler Biernath Special Needs and Elder Law
1455 Lincoln Pkwy E Suite 355, Atlanta, GA 30346
Cost: GANCC Members: $35 per person GANCC Non-Members $45 - light dinner and beverages included.
Capacity: Limited to 12–16 parents
The Evening Agenda
5:30 – 6:00 — Arrive, connect, light dinner and beverages
6:00 – 6:05 — Opening remarks
6:05 – 6:35 — Heather Nadler, JD: Special Needs and Elder Law Attorney — Trusts, guardianship, inheritance protection
6:35 – 7:05 — Tana Gildea, CFP, CPA, CCFS, CDFA: Special Needs Senior Financial Advisor — Funding strategies, long-term planning
7:05 – 7:35 — Small group session with one professional
7:35 – 8:05 — Groups rotate to second professional
8:05 – 8:15 — Closing
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Thank you to our Presenters
