Bank of America asks Ryan Platt to speak
This workshop is entitled The L.I.F.ETM Planning Process. Lasting Independence For Everyone focuses on empowering the family as they explore and navigate the financial and legal landscape that is specific to special needs families. Our guest speaker will be Ryan Platt, MBA, a certified special care planner with the Personal Strategy Group, and founder of A Special Needs Plan, Inc.
Topics will include how to assemble an effective plan including guardianship, special needs trust, wills, proper utilization of government benefits, asset positioning and proactive tax strategies, defining the needs of your loved one, and funding the plan.
This workshop is entitled The L.I.F.ETM Planning Process. Lasting Independence For Everyone focuses on empowering the family as they explore and navigate the financial and legal landscape that is specific to special needs families. Our guest speaker will be Ryan Platt, MBA, a certified special care planner with the Personal Strategy Group, and founder of A Special Needs Plan, Inc. Topics will include how to assemble an effective plan including guardianship, special needs trust, wills, proper utilization of government benefits, asset positioning and proactive tax strategies, defining the needs of your loved one, and funding the plan.