Episode 109
Financial Planning and Security with Chris Latham, CFP
September 24, 202217m 52s
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Show Notes
Chris Latham, CFP, gives us an overview of financial planning for those with special needs. He shares his insights on what it takes to properly plan for the future. He offers information on special needs trusts, ABLE accounts, using life insurance as a tool, and more. He stresses that financial wellness and physical/mental health go hand in hand.