27 min
Special Care Planning with Garrett East and Kelly Piacenti LongView Living: A Financial Education Resource for Physicians and Dentists
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- Business
According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers.
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)
CRN202602-3929234
According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers.
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)
CRN202602-3929234
27 min