The Special Education Legal Fund (S.E.L.F.) and Wealthspire Advisors announce an informative panel discussion titled “Special Needs Planning” scheduled for Wednesday, May 14, at 7:00 PM. This event aims to provide families with essential insights into planning for the future of loved ones with special needs.
The panel will include distinguished experts who will share important insights on financial planning, legal considerations, and available resources for individuals with special needs. The featured panelists are Richard Yam, Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning at Wealthspire; Heather Flanagan, who is Head of Family Office Services for Wealthspire Advisors, including family office accounting, wealth strategy, and single-family office support; and Kris Burbank, a special needs leadership coach, author, and long-time advocate for disability parents. Michael Delgass of Wealthspire Advisors will serve as the moderator for this expert panel.
Participants will learn practical strategies for managing the complexities of special needs planning. Panelists will cover topics such as ABLE accounts, special needs trusts, guardianship, supported decision-making, and more. Wealthspire Advisors is a national independent registered investment advisory firm that provides comprehensive financial planning and investment management services.*
Join S.E.L.F. and Wealthspire Advisors for an engaging hour dedicated to exploring special needs planning. This event welcomes everyone who wants to deepen their understanding and make informed decisions.
The panel will be held Online.
Registration: https://bit.ly/SELFWealthspireSpecialNeedsPlanning
About S.E.L.F.
Special Education Legal Fund (S.E.L.F.) was founded in 2018 to level the playing field for families in need with children in the special education system. S.E.L.F. provides resources, knowledge, and support to parents, guardians, and self-advocates to facilitate the successful navigation of the special education process. Since 2018, S.E.L.F. has provided over $1.2 million in direct support grants to hundreds of families requiring special education legal or advocacy support. In addition, S.E.L.F. has supported thousands of families through the Parent Education Program, which provides free informational resources to families on special education topics.
