Planning for Families of Children with Special Needs

Linda Grant-Smith, Regional Financial Planner at Baird, and Matt Stagner, Senior Special Needs Financial Consultant at Voya

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An entire family is impacted when a child or loved one has special needs or disabilities. In many cases, specialized planning is needed to navigate its impact on a family’s financial plan.

In this webinar, Linda Grant-Smith, Regional Financial Planner at Baird, and Matt Stagner, Senior Special Needs Financial Consultant at Voya, will discuss four areas of impact when navigating the family's future:

  • family assets and planning,
  • government benefits,
  • employer benefits and
  • legal planning