Special Needs Planning

  • Important facts and misconceptions about the special needs community, which includes one in five Americans1
  • Ways to differentiate yourself by helping guide sponsors on special needs financial planning considerations
  • Key insights into the unique planning considerations for people with special needs, including beneficiary planning, government benefits and income replacement ratios in retirement
  • Role of the employer in driving holistic financial planning and financial wellness education

1 U.S. Census Bureau data and respondents’ self-identification