Coffee Break with C2P: A holistic approach to special needs planning [Video]

Do your clients have loved ones with special needs? Navigating their unique financial considerations can be challenging and costly if not done carefully. Learn how to provide holistic financial planning solutions tailored to their unique planning needs in this insightful episode. Host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, interviews Betsy Larson, whose personal experiences having four sisters with Down syndrome inspired her to become a financial consultant specializing in advanced special needs planning. Larson discusses key considerations for these clients, including estate planning, government benefits, ABLE accounts, documenting crucial information, and best practices for advisors. Tune in to gain practical knowledge from real-world examples that can help you enhance your skillset and improve your clients’ special needs planning experience.

Resources:
Register for Betsy Larson’s Next Special Needs Planning Webinar: https://c2pe.info/4b6kMWW

Elizabeth “Betsy” Larson’s YouTube Channel: https://c2pe.info/4blN0xn

C2P Advisors Only:
Connect with Betsy on MentorConnect: https://c2pe.info/44tEo4M

At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.