Zebra Smash - Real Financial Planners | Real Conversations

Episode 58 - Special Needs Planning Part 1 - Melissa Donovan [CFP CE Credit Eligible]

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Synopsis

It might be a client, it might be a friend, or it might even be you.  But someone you know has a special needs child, and their family is faced with some unique planning challenges as a result. Our guest today, Melissa Donovan, an attorney at the Wiewel Law Firm in Austin Texas, takes us through the topic in amazing detail.  She knows her stuff.  In fact, there was so much to cover that we quickly realized that this would need to be a 2 Part series. This episode is eligible for CFP CE credit, to receive credit, you will need to take a 10 question quiz at www.cheetahsmash.com.