Host: Eminent Special Needs Planning

Moderator: Nicole Kuck, Executive Director, Special Needs Planner, Legal Document Preparer

Panelist:
Joanna Craney, ChFC® , ChSNC® , WMCP®
Financial Advisor
Financial Strategies for Disability Planning

Carolyn Humphrey, RICP®, TPCP®, WMCP®, CLF®
Founder/Partner/Strategist

Topics Covered:

Importance of Special Needs Planning
Legal Aspect of Special Needs Planning
Common Planning Mistakes
Financial Planning
Q & A Session