Expert Connexions: Special-Needs Financial Planning Tips

We all know about the importance of financial planning for our futures – but what happens when you have a loved one with special needs who requires costly, and often unanticipated, expenses? 

Join us on Tuesday, October 27th for our LIVE Expert Connexions interview, where our own Principal Strategist Julie Holton will be talking with certified financial planner and author Rob Wrubel. He’ll be sharing advice he acquired first-hand about special-needs financial planning while raising his daughter with Down Syndrome. Find out what actions you can take to ensure all your financial ducks are in a row, to spare you from unnecessary stress and anxiety down the road.