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Special Needs
Creating Opportunities for Independence in Special Needs Financial Planning
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Kristin CareltonGuest Expert: Kristin Carelton,

In this webinar special needs planner Kristin Carelton designed the content for financial professionals who are passionate about empowering individuals with special needs to achieve finan...

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Discussions & Comments

Missy Davis 1 year 7 months ago
A few comments from listeners when they were asked what the learned from the webinar:

It has given me the ability to have a starter conversation with people that need a recourse for hope.
- Naydene P.

Loved the family/caregiver hub!
- Lauren C.

I know there are challenges but until you walk a mile in the shoes, you don't know what they are. Very enlightening.
- David D.
A few comments from listeners when they were asked what the learned from the webinar:

It has given me the ability to have a starter conversation with people that need a recourse for hope.
- Naydene P.

Loved the family/caregiver hub!
- Lauren C.

I know there are challenges but until you walk a mile in the shoes, you don't know what they are. Very enlightening.
- David D.

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In this webinar special needs planner Kristin Carelton designed the content for financial professionals who are passionate about empowering individuals with special needs to achieve financial independence. This session, "Creating Opportunities for Independence in Special Needs Financial Planning," provides a comprehensive overview of essential tools and strategies, including ABLE accounts, microboards, and supported employment, and how these elements can work synergistically to foster autonomy and improve the quality of life for individuals with disabilities.