Name
Building the Foundation: A Case Study in Special Needs Financial Planning
Date & Time
Wednesday, April 29, 2026, 8:30 AM - 10:00 AM
Description
Every special needs plan begins with the numbers. This session uses a case study to demonstrate how to build a financial roadmap for a typical family raising a child with disabilities. We will cover essential planning elements such as income and expense management, insurance protection, retirement planning, and asset allocation. The session will focus on practical strategies financial advisors can use to help families achieve balance between everyday financial demands and long-term care goals.