Special Care Planning with Garrett East and Kelly Piacenti cover art

Special Care Planning with Garrett East and Kelly Piacenti

Special Care Planning with Garrett East and Kelly Piacenti

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According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

CRN202602-3929234

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