The Keys to Special-Needs Planning
About This Episode
There are no easy answers when it comes to caring for, educating, and supporting individuals with special needs. For long range-planning, families’ primary concerns include many issues:
- Where will my child live?
- How much will be enough to provide for their quality of life?
- Who will look out for their best interests? And how do I help them to protect and care for my loved one?
- Will my dependent be happy, healthy, and secure?
Here to discuss those issues are two experts in the field of special-needs planning. They are part of a practice called the Special Needs Funding Coach, which is based in Red Bank, NJ.
About Our Guests
Donald Brown has been in the financial services industry for more than 30 years. Educating individuals and families on how to properly plan for a dependent with special needs is a primary focus of Don’s practice. He regularly presents to local support groups and nonprofit organizations.
With a master’s degree in education as well as additional experience in applied behavior analysis, Elizabeth Neumann has dedicated her entire professional life to serving the special-needs community. After 12 years with Autism New Jersey where she directed conferences, provided professional training, and offered family support, she now serves as a client relationship manager.
- Here is a link to the Special Needs Funding Coach web site.
- Here is a link to an article by Donald Brown that recently appeared in Advisor Perspectives: An Introduction to Financial Assistance and Special Needs Planning.
Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.
Donald Brown is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170. Special Needs Funding Coach is independent of Equity Services, Inc. and Advisor Perspectives. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. TC129070(1022)1