Pat Bergmaier, May Newsletter

May Special Needs Resource Newsletter


How to get in touch…


Pat Bergmaier, CFP®, ChSNC


161 Washington St

8 Tower Bridge – Suite 700 Conshohocken, PA 19428



As always, please feel free to forward these newsletters to anyone you feel might benefit from the information. My team and I are always here as a resource should you ever have any questions.

Have a great Memorial Day weekend!

“Mr. Social Security” Pleads Guilty to Defrauding SSA of $550M in Disability Benefits

The Kentucky attorney who called himself “Mr. Social Security” pleaded guilty to working with doctors and a judge to procure $550 million in Social Security Disability Insurance (SSDI) benefits for clients who may not have been disabled.

Don’t Confuse the Roles of Trustee and Care Manager

A trustee’s level of involvement in the beneficiary’s affairs can be confusing for beneficiaries and families, who may be under the impression that the trustee has the decision-making power in all aspects of a beneficiary’s life.



Private School Vouchers for Students with Special Needs May Come with a Big Catch

The Trump administration is planning to allocate billions of public education dollars to expand private school voucher programs, but vouchers may not be the best option for families of special needs children.

The ARC’s Online Tool Helps Families Plan for the Future

Through its “Build Your Future” online tool, The Arc helps adults with intellectual or developmental disabilities and their families plan ahead so they can live as independently as possible throughout their lives.

             Pat Bergmaier, CFP®, ChSNC  cell: 215-317-4143