The Beyond the Balance Sheet is a podcast to help families, advisors and professionals to understand the complex issues relating to their physical, mental and emotional well-being.
Affinia's Cynthia Haddad, CFP®, ChSNC® talks with host Diana Clark about planning for people with disabilities. In the interview Cindy shares her personal motivation and role in helping establish the field of special needs planning. She shares stories, planning tips and tools and encouragement for parents and professionals to get started.
Many thanks to the O’Connor Professional Group , hosts of the podcast, for their commitment to behavioral health support.
- [01:41] Cynthia Haddad tells why she co-wrote the book The Special Needs Planning Guide
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[06:52] Cynthia suggests financial instruments that enable the disabled to inherit, and she stresses the need for an attorney
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[08:23] Cynthia speaks about her brother with disabilities and how that led her to research and write the book
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[11:15] What is the content of a letter of intent
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[16:27] Cynthia discusses rivalries that come about regarding inheritance not being equal for all siblings and how vital communication during the planning stages is necessary
Check it out on your next morning drive or afternoon walk! Give it a listen on:
Spotify: https://bit.ly/BeyondTheBalanceSheet
Apple: http://bit.ly/BeyondTheBalanceSheetApple
Our Webinar and Podcast Library
Want more planning information, ideas and inspiration?
Tune in for our Time Waits for No One Webinar Series.
NEXT UP: WEDNESDAY, APRIL 12 @ 12 NOON
The How and Why of Guardianship & Alternatives
Roles, Responsibilities and the Right People
Discussion will include:
- Who needs a guardian?
- What are the alternatives to guardianship and conservatorship?
- The guardianship process
- Supported decision making
- The Power of Advocacy
