Special Needs Financial Planning

I interviewed Colin Meeks, Certified Financial Planner, about special needs financial planning, including special needs trusts and ABLE accounts. You can sign up for the webinar replay here:

If you have a special needs child, you must plan for two lifetimes: yours and your child’s.

To properly plan for your entire family, setting up a timeline is a crucial step – you cannot afford to miss important pressure points.

In order to prepare well, you must have three things:

  • Updated legal documents
  • Protection and liquidity plan
  • A planning strategy that mirrors your family’s goals and priorities, updated annually like a tax return

Special Needs Financial Planning

In this webinar, you will understand how to set these up as well as gain:

  • Understanding of the benefits of a special needs trust
  • Knowledge of the benefits of an ABLE account and how it differs from a special needs trust
  • A template to create your very own special needs financial planning timeline (fill in the blanks)
  • A punchlist of things to do and when to do them (based on your child’s age)
  • Unique ideas that may help you better plan for your family’s future

 

Colin Meeks’ practice serves around 150 traditional financial planning families.

With 23+ years of insurance, investment, income planning, financial planning and “people” experience, Colin helps guide clients through many of the complex and special situations they encounter.

As a Certified Financial Planner®, he proudly acts in a fiduciary capacity in client relationships at all times and is an outspoken advocate for full and honest fee disclosure in his industry.

Colin lives in Parkton, Maryland with his wife of 16 years, Jennifer, 2 sons Connor and Henry, and retired greyhound racer, Rocco.

Colin was named in Baltimore Magazine as a Five Star Wealth Manager in 2012, 2013, 2014, 2015 and 2016*, a distinction given to less than 3% of the area’s wealth managers.

Maria Rickert Hong is a Certified Holistic Health Counselor who specializes in recovery from symptoms of almost autism, Sensory Processing Disorder, autism and ADHD.

She has recovered her own sons from Sensory Processing Disorder, asthma and acid reflux, and is the author of “Almost Autism: Recovering Children from Sensory Processing Disorder, A Reference for Parents and Practitioners.”

She is also a board member, media director and blogger for Epidemic Answers, a non-profit whose goal is to let parents know recovery is possible from autism, ADHD, SPD, allergies, asthma, autoimmune, Lyme and more.

Maria Rickert Hong – who has written posts on Maria Rickert Hong.



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