Go offline with the Player FM app!
Special Needs Planning
Manage episode 343807819 series 2905641
In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.
Some topics they cover:
- When meeting new families, what is the process to determine the resources available to individual families?
- What are the benefits that could be utilized for these families?
- What is a special needs trust, and when should it be used?
As always, thank you for listening! This episode was recorded on October 7, 2022.
74 episodes
Manage episode 343807819 series 2905641
In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.
Some topics they cover:
- When meeting new families, what is the process to determine the resources available to individual families?
- What are the benefits that could be utilized for these families?
- What is a special needs trust, and when should it be used?
As always, thank you for listening! This episode was recorded on October 7, 2022.
74 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.