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DTSTART:20210202T220000Z
DTEND:20210202T224500Z
LOCATION:via Microsoft Teams
UID:2006920210202T220000ZEli’s Village: Planning for Special Needs Families
DTSTAMP:20260510T152418Z
DESCRIPTION:\n  \n \n \nKristin Carleton, AAMS and Dr. Kathy Matthews \nof James River Wealth Advisors \nwill discuss Eli's Village \nand the challenges and rewards of \nestate planning for exceptional families     \n  \n  \n \n \nWhat is Eli's Village? \n \nEli’s Village is a wealth management team that takes a family office approach to planning for exceptional (special needs) families. There are over 20 million American households with a family member who has special needs. They are a traditional Registered Investment Advisory firm (RIA) that also focuses on meeting a family’s clinical, medical, therapeutic, educational, and social challenges as to planning for the financial, legal, estate, and tax challenges. It is led by Kristin Carleton, whose background is in wealth management and finance, and Dr. Kathy Matthews, who has a Ph.D. in ABA and whose background is in working with children with autism. Both Kristin and Kathy are mothers of exceptional children.     \n  \n   \n     \n \n \nKristin Carleton, AAMS founded and developed Eli’s Village with the idea that the journey of an exceptional family could be easier with the right professional team to support them.         \n  \n  \n      \n \n \nDr. Kathy Matthews was the former Administrator at the Faison Center for Autism and has a doctorate in special education. She brings clinical expertise to the table in planning for exceptional families.        \n  \n \n \nThe meeting will be held via a Microsoft Teams Meeting at \n5:00 p.m., Tuesday February 2, 2021. \nInformation on joining the virtual meeting will be sent the day of the meeting.       \n  \n  \n \n \nThe virtual meetings are for current dues paying and Emeritus members only. Have you paid your $50 dues for this year? [Email Richmondepc@gmail.com](mailto:richmondepc@gmail.com) to receive instructions for paying by check or credit card.       \n   \n    \n  \n    \n \n
SUMMARY:Eli’s Village: Planning for Special Needs Families - Estate Planning Council of Richmond Virginia 
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