Navigating the Future – Empowering Families through Long Term & Crisis Planning [Video]

PRESENTED BY: Vivian Villers, CFP®, AIF®, CWS®, Sage Planning

Vivian addresses the staggering challenges faced by parents in planning for the future of their loved one with a disability. With empathy and expertise, she guides the audience through a structured approach to help break through the overwhelming sense of financial paralysis that families often experience. This presentation not only illuminates the path for effective long-term planning, but also prepares families to handle an unexpected crisis with confidence.

KEY TAKEAWAYS:
1) The 3-Phase Planning Framework: Understand the distinct stages of planning – from initial assessment to long-term management – and specific actions required at each phase.
2) Resource Evaluation and Selection: Learn the financial tools and support resources available for your child, along with the advantages and limitations.
3) Crisis Preparation and Priority Action Steps: Prioritize tasks and create a Special Needs Crisis Checklist to ensure readiness for unexpected challenges.

Vivian Villers is a seasoned financial advisor and compassionate speaker who specializes in, among other things, confronting the often overlooked yet crucial planning areas for families with special needs children and conscientious legacy planning to avoid a mess. Drawing from her experience and intimate understanding of these challenges, Vivian crafts compelling narratives that drive home the importance of preparation and foresight.

Vivian’s mission is clear: empower her audience to take control, minimize uncertainty, and ensure a secure, organized future for their businesses and loved ones. Her presentations are not just talks, they are a call to action for those who aim to leave a legacy of care, not complications.