Planning families’ futures, together.
One Mission,
Two Communities
Our mission is to empower families of individuals with disabilities and special needs by providing educational seminars that connect them with trusted professionals and promote collaborative, lifelong planning. We also aim to bring advanced care planning conversations to families and the community through small events and resources, fostering open dialogue for life's important transitions.
Upcoming events
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June 13, 2025 | 1:30PM - 6:30PM
Stay ahead. Make a difference.
Join the Heartfelt Legacy Foundation 's 2025 Seminars - Your go-to event for the latest insights in special needs planning. Empower your clients with up-to-date strategies that matter.
For June 13th-and 14th, the topics will be the same in each day. Presenters will adjust the content of the presentation for both audiences, but the topics will be the same.
Topic: Fundamentals of Public Benefits for Persons with Disabilities
Topic: Real-World Applications: Studies in Special Needs Planning
Topic: Smart Strategies For Long-Term Wealth Growth & The Secure Act 2.0
Topic: “What Happens When...?” A Practical Workshop on Real-Life Special Needs Planning
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June 14, 2025 | 9:30AM - 2:30PM
The Heartfelt Legacy Foundation invites local families to our 2025 Special Needs Seminar, where we will explore key topics in special needs planning, including:
For June 13th-and 14th, the topics will be the same in each day. Presenters will adjust the content of the presentation for both audiences, but the topics will be the same.
Topic: Fundamentals of Public Benefits for Persons with Disabilities
Topic: Real-World Applications: Studies in Special Needs Planning
Topic: Smart Strategies For Long-Term Wealth Growth & The Secure Act 2.0
Topic: “What Happens When...?” A Practical Workshop on Real-Life Special Needs Planning
Advanced Care Planning
Advanced care planning refers to the process of discussing and documenting an individual's preferences for their healthcare, including their wishes regarding end-of-life care, as they age or face serious illness.
At the Heartfelt Legacy Foundation, Our mission is to normalize advanced care planning conversations within our local community, bringing together families, healthcare providers, and other professionals to openly share and discuss the wishes of individuals as they age, navigate life's transitions, and consider what end-of-life care means to them. We aim to create a culture where these conversations are seen as essential, helping families and professionals make informed decisions that reflect the values and desires of each individual.
Special Needs Families
The Heartfelt Legacy Foundation is dedicated to supporting families of people with disabilities and children with special needs by connecting them with the professionals they need and providing up-to-date education through seminars and workshops on key topics, such as legal changes and industry developments.
We collaborate with nonprofit organizations, government agencies, and the legal and financial planning communities to bring in nationally recognized experts in special needs planning each year. These events empower both families and local professionals to make informed decisions that benefit the well-being and future of individuals with special needs or disabilities.
Our goal is twofold: to connect families and caregivers with the right resources and professionals, and to provide education that keeps families and professionals informed and equipped. By fostering these connections, we ensure families receive the support they need while strengthening the network of professionals dedicated to our community.