The Arc of North Carolina asks Ryan Platt to speak at statewide conference
This Educational Seminar 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. Ryan Platt, MBA, a certified special care planner with the Personal Strategy Group, and founder of A Special Needs Plan, Inc. will be the speaker.
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 Educational Seminar 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. Ryan Platt, MBA, a certified special care planner with the Personal Strategy Group, and founder of A Special Needs Plan, Inc. will be the speaker.
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.