• Planning Ahead for Two Lifetimes

  • Apr 9 2025
  • Length: 36 mins
  • Podcast

Planning Ahead for Two Lifetimes

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  • Summary

  • Join Dr. Stephanie as she discusses financial planning with Converge Autism Summit speaker, Ryan Platt. We invite you to learn more about Special Needs Planning including Special Needs Trusts, ABLE Accounts, Guardianship, Government Benefits, Tax Implications, Future Caregiving and more!

    About our Guest:

    Ryan founded A Special Needs Plan in 2005 and has been a pioneer in his field. He completed his Special Care Planner Certification at the American College in Bryn Mawr, PA, and his background includes advanced training in estate and tax planning, special needs trusts, government programs, and the emotional dynamics of working with people and families with loved ones with special needs. He’s passionate about meeting with families, learning their concerns, understanding their values, and helping them reach their goals. He excels in creating plans that help secure the needs of two generations.

    www.aspecialneedsplan.com
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