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Podcast #5 with Greg Corneille: Navigating the Complexities of Special Needs Financial Planning

Podcast #5 with Greg Corneille: Navigating the Complexities of Special Needs Financial Planning

April 17, 2024

On episode 5, Branden DuCharme and guest Greg Corneille shed light on the world of special needs financial planning. They delve into topics like special needs trusts, ABLE accounts, and the optimization of public benefits like SSI and Medicaid. Discover the significance of estate planning, life insurance, and tailored financial strategies for individuals with special needs. Gain valuable insights into investment strategies and the importance of professional guidance in managing market exposure and adapting to changing circumstances. Join them on this episode for a comprehensive approach to securing financial stability for families facing special circumstances.