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The Plan for Special Needs Trusts
PLAN MA-RI
30 episodes
1 week ago
This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are, the different types of trusts, how to set a trust up with PLAN, and many other related topics.
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Non-Profit
Business
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All content for The Plan for Special Needs Trusts is the property of PLAN MA-RI and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are, the different types of trusts, how to set a trust up with PLAN, and many other related topics.
Show more...
Non-Profit
Business
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Meet Cindy Haddad
The Plan for Special Needs Trusts
20 minutes 26 seconds
2 years ago
Meet Cindy Haddad
Cynthia Haddad is a Certified Financial Planner Professional and a Chartered Special Needs Consultant. She is a founding partner and wealth advisor at Affinia Financial Group in Burlington, MA. As a financial professional and sister and advocate for her brother Ron, who has developmental disabilities, Cindy has dedicated her career to serving families like her own. She is a nationally sought-after speaker on planning for families of individuals with disabilities and co-author of the groundbreaking book, The Special Needs Planning Guide, now in its 2nd edition.
The Plan for Special Needs Trusts
This informative podcast will delve into the world of Special Needs Trusts from the eye of a nonprofit 501©(3) Professional Trustee, the Planned Lifetime Assistance Network of MA & RI. It will discuss what special needs trusts are, the different types of trusts, how to set a trust up with PLAN, and many other related topics.