October 14, 2019 – Lifetime Planning welcomes Hal Wright, CFP® and author of The Complete Guide to Creating a Special Needs Life Plan: A Comprehensive Approach Integrating Life, Resource, Financial, and Legal Planning to Ensure a Brighter Future for a Person with a Disability. Wright discusses the importance of creating a family financial plan, as well as managing a special needs trust and how to navigate government benefits to see if they're the right fit for you and your family. Wright shares his years of professional and personal experience in this heartfelt and information-packed interview.
Sponsored by Financial Sense Wealth Management