Coffee Break with C2P: A Holistic Approach to Special Needs Planning

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
• Elizabeth “Betsy” Larson’s YouTube Channel

C2P Advisors Only:

• Connect with Betsy on MentorConnect