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Shining A Light on Special Needs Financial Planning

May 25, 2022

Linda Bean, Community Outreach Coordinator from the Kelly Ann Memorial Fund, interviews Joanna Craney, ChFC®, ChSNC®, Partner & Special Needs Planner of Empowered Financial Strategies to answer questions around special needs financial planning.  Some of the questions include: What is an ABLE account? When to consider an ABLE account? How is it used in disability planning?  What is a special needs trust?  When should a special needs trust be funded?  What are good funding strategies for a special needs trust? Click Here to Watch Interview