background steps in special needs planning your special needs profile setting goals media coverage testimonials upcoming workshops speaker's bureau special needs tax credit contact us

Prosperity Life Planning is available to your parent’s group or agency to present a free interactive workshop on “Protecting the Future and Benefits for Your Special Needs Child.”

This 90-minute informative program is designed to give parents the information they need to protect benefits eligibility while developing the people, projects and documents necessary to safeguard the child’s future well-being, and possible current tax benefits for the parents.  It is presented by Karen F. Greenberg, Director of Prosperity Life Planning, M.B.A., CFP®,  and mother of an adult child with autism, and joined by Jaret Vogel, a financial services professional and special needs advisor.  An attorney, qualified in Special Needs Planning, is often available for our workshops to answer parents’ individual questions.

For more information, contact Karen F. Greenberg at 561-638-6945, or by email to

Past Workshops and Resource Fairs (RF)

Prosperity Life Planning is a not-for-profit organization under IRS code 501(c)(3).

We are available to speak at your agency or parent support group.