Πηγαίνετε εκτός σύνδεσης με την εφαρμογή Player FM !
212: Financial Planning for Special Needs Children with Britta Koepf
Manage episode 428318350 series 2796787
Britta Koepf is a certified financial planner and special needs consultant who has dedicated her career to helping families navigate these complex waters. In our discussion, Britta shares her expertise on the intricacies of financial and special needs planning, from setting up various types of trusts to exploring ABLE accounts. We dive into why it's so important to plan for multiple futures, given the unpredictable nature of special needs.
Whether you're a parent, guardian, or know someone in this position, this episode is packed with practical advice and resources. We cover everything from understanding government benefits and insurance options to the role of financial advisors in planning for your child's long-term needs.
Get full show notes and more information here: https://wealthymommd.com/212
217 επεισόδια
Manage episode 428318350 series 2796787
Britta Koepf is a certified financial planner and special needs consultant who has dedicated her career to helping families navigate these complex waters. In our discussion, Britta shares her expertise on the intricacies of financial and special needs planning, from setting up various types of trusts to exploring ABLE accounts. We dive into why it's so important to plan for multiple futures, given the unpredictable nature of special needs.
Whether you're a parent, guardian, or know someone in this position, this episode is packed with practical advice and resources. We cover everything from understanding government benefits and insurance options to the role of financial advisors in planning for your child's long-term needs.
Get full show notes and more information here: https://wealthymommd.com/212
217 επεισόδια
Όλα τα επεισόδια
×Καλώς ήλθατε στο Player FM!
Το FM Player σαρώνει τον ιστό για podcasts υψηλής ποιότητας για να απολαύσετε αυτή τη στιγμή. Είναι η καλύτερη εφαρμογή podcast και λειτουργεί σε Android, iPhone και στον ιστό. Εγγραφή για συγχρονισμό συνδρομών σε όλες τις συσκευές.