Description
This presentation was hosted by PLAN of PA.
Moderator: Christine Pontecorvo
Speakers:
Joanna Craney, ChFC®,ChSNC®, WMCP®
Founder, Partner, Special Needs Planner
Empowered Financial Strategies
Carolyn Humphrey, RICP®,TPCP®, WMCP®, CLF®
Founder, Partner, Strategist
Empowered Financial Strategies
In this presentation, you will learn more about:
Importance of Understanding Cash Flow
Calculating the Financial Need for Tomorrow
Funding Sources for Supported Care
Mitigating Financial Risks
Allocating Resources
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Empowered Financial Strategies is unaffiliated with Hornor, Townsend & Kent, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. HTK and Empowered Financial Strategies are not affiliated with PA ABLE and any other presenters. 8853431RG_Apr28
Date and Time
Thu, Mar 26, 2026
2:00p - 3:00p EST