RSVP: Legal & Financial Planning Workshop

About the Presenters

Pooja Arora, Esq., LL.M. is an attorney and owner of My Special Legal Planning, based in Lexington. She specializes in legal planning for families of individuals with disabilities, including special needs trusts, guardianship and alternatives, estate planning, and coordinating legal strategies with government benefits.

Amit Chawla, CFA, CFP®, ChSNC® is a financial professional with deep expertise in long-term financial planning for families with special needs. He focuses on coordinating savings, ABLE accounts, insurance, and investment strategies while preserving eligibility for critical public benefits.

Together, Pooja and Amit help families plan thoughtfully and confidently for the future, using clear, practical guidance tailored to real-life needs.

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