Special Needs Financial Planning: Caring for All of Your Family Members
This presentation is designed to educate people on the planning process. Learn how to begin the development and integration of a traditional financial plan with special needs life plans. Participants will obtain tips to assist with special needs planning, develop a greater understanding of legal needs and issues and learn steps to preserve government benefits. Proper planning can provide caregivers peace of mind in knowing loved ones will be cared for as they grow into adulthood.
James W. Curran, III, CFP® is a Managing Director for Harbor Investment Advisory, and has been advising clients since 1985. Monty Knittle, CFA® is a Vice President and Portfolio Manager with Harbor Investment Advisory, and has been advising clients since 2000.