Special Needs Funding Coach

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Special Needs Funding Coach Having a dependent with special needs requires a focus on quality of life and a lifetime of care Donald T. Special Needs Funding Coach is independent of ESI.

Brown is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. (ESI) and offers securities in the following states: AZ, CO, DE, FL, IL, MA, MD, MN, NJ, NY, OH, OK, PA, SC, TX, & WA. Securities and investment advisory services are offered solely by ESI, Member FINRA/SIPC, 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848.200.7170. Brown is insurance-licensed in the following states: AZ, CO, DE, FL, IL, KY, MD, MN, NJ, NY, OH, OK, PA, & SC. TC119568(0325)3

We are honored to work with our colleague, Ava Geissel, to assist families affected by brain injury with their planning....
10/15/2026

We are honored to work with our colleague, Ava Geissel, to assist families affected by brain injury with their planning. The 5K was a great event!

The Brain Injury Alliance of New Jersey (BIANJ) brought survivors, caregivers, families and supporters together on Saturday, Oct. 10, for its annual 5K Run/Walk

"Curious about the new 530A/Trump Accounts? ABLE National Resource Center's parent company, National Disability Institut...
10/13/2026

"Curious about the new 530A/Trump Accounts? ABLE National Resource Center's parent company, National Disability Institute (NDI), developed new resources to explain who is eligible for a Trump Account, how these accounts work, including the federal seed contribution and contribution rules, and how the account can fund an ABLE account."

Good news for families: contributions to a 530A/Trump Account, including the
$1,000 federal seed deposit, do not count as income or resources for SSI.

Learn more at https://bit.ly/4frnU3k

Image description (alt-text embedded): Teal NDI graphic: "A new way to save for
your child's future," a young girl who uses a wheelchair high-fiving a boy, dad nearby.

Ava's Brainiacs crushed it today at the Brain Injury Alliance of New Jersey run/walk/roll today! We will put you in touc...
10/10/2026

Ava's Brainiacs crushed it today at the Brain Injury Alliance of New Jersey run/walk/roll today! We will put you in touch with Ava if you want to do any financial planning and your family has been affected by brain injury.

Looking forward to this event tomorrow!
10/09/2026

Looking forward to this event tomorrow!

Our 24th Annual 5K Run/Walk/Roll for Brain Injury Awareness wraps up THIS SATURDAY in Bradley Beach!

Join us for the final event of the season and help us raise awareness of brain injury while supporting BIANJ programs and services.

Bring your family, friends, and team, and make plans to join us at the Bradley Beach Boardwalk!

Register TODAY: https://support.bianj.org/2026walk

10/08/2026

Big transitions come with big questions. We're here to help.

Join us for a free 30-minute live webinar designed to help New Jersey families better understand the transition from school-based services to adult services. Whether you're just getting started or navigating the next step, you'll have the opportunity to ask questions and receive practical guidance from our experts.

Topics include transition planning, DDD eligibility, Medicaid and SSI, NJCAT, support coordination, and what to expect after high school.

Register today at https://bit.ly/4ziI8V2

09/29/2026

This is your last chance to sign up for our webinar tonight at 6pm with Special Needs Funding Coach We've hosted Donald before and he always shares great information. Tonight he'll be focused on how ABLE Accounts and Special Needs Trusts can be used to ensure your financial future.

Register here: https://zoom.us/meeting/register/cVkWMuMyT2iFbEk_l4tpGA #/registration

It's a shame the weather didn’t cooperate, but we are always proud to support Greenwich Autism Alliance (GAA)! Congratul...
09/28/2026

It's a shame the weather didn’t cooperate, but we are always proud to support Greenwich Autism Alliance (GAA)! Congratulations to the Milazzos and all those who support their inspiring work on this 20th anniversary event!

Address

200 Schulz Drive, Suite 125
Red Bank, NJ
07701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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