Karen Greenberg is the mother of a child with Autism, and has been a public speaker on special needs planning since 1993. She is Director of Prosperity Life Planning, a not-for-profit corporation dedicated to teaching families of disabled children and adults ways to provide for a financially comfortable quality of life, while preserving eligibility for governmental entitlements, such as Medicaid and SSI. She has an MBA in taxation and is a Certified Financial Planner™. Karen also works as an independent accountant for a number of small businesses and tax preparation for individuals and businesses alike.
She has an MBA in Taxation, holds the Certified Financial Planner Practitioner™ designation, and is an Enrolled Agent, as recognized by the Internal Revenue Service.
Jaret Vogel, husband of Karen Greenberg, has worked in financial services for 25 years. In addition to developing the outreach of Prosperity Life Planning, he volunteers as Associate Director and Special Needs Advisor, and helps implement solutions for these families. He has worked in financial
services for 35 years.
We work closely with several attorneys who are specialists in elder law and special needs planning. After a thorough needs analysis with the parents, we join the family in their first meeting with counsel to ensure good communication and sharing of ideas. Our combined experiences in taxation, accounting, and financial planning lends itself very nicely to working with “typical” as well as special needs families in risk management and protecting families, as well as budgeting, investments and estate planning.
In August of 2006, Prosperity Life Planning was the recipient of a $25,000. grant from the Certified Financial Planner™ Board of Standards, to expand our outreach in the south Florida area to this unique population.
Karen’s home office is located at 4673 Brady Boulevard, Delray Beach, FL 33445. She can be reached at 561-638-6945, or by email to firstname.lastname@example.org.
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