Webinars: Creating a Comprehensive Special Needs Plan for Your Clients

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A comprehensive special needs plan requires an interdisciplinary approach of financial, legal, government benefits, and life care planning. We will share strategies and solutions on how to aggregate, organize, and integrate your clients’ entire plan. This includes their key documents, team of professional and personal supporters, and pertinent information about your clients’ loved one to ensure continuity of care and support throughout their entire lifetime.

Wednesday August 18th 1:00pm (EST)
Thursday August 26th 11:00am (EST)
Tuesday August 31st 3:00pm (EST)

The speaker is Debbie Niemann, mom to Cecilia who has cerebral palsy and complex medical issues. Debbie has her Chartered Special Needs Consultant (ChSNC) designation through the American College of Financial Services and is VP of Financial Service Integrations at Hope Trust. Hope Trust offers a revolutionary platform with tools to simplify the planning process, quantify the financial need to support your loved one throughout their lifetime, analyze your funding plan, and aggregate all the pertinent information, documents, and members of the circle of support. Its technology and interdisciplinary team of bankers, trust officers, social workers, nurses, and psychologists are central to how they deliver a unique experience of individualized special needs trust administration and personal support to your loved one.

The speaker is Debbie Niemann, mom to Cecilia who has cerebral palsy and complex medical issues. Debbie has her Chartered Special Needs Consultant (ChSNC) designation through the American College of Financial Services and is VP of Financial Service Integrations at Hope Trust. Hope Trust offers a revolutionary platform with tools to simplify the planning process, quantify the financial need to support your loved one throughout their lifetime, analyze your funding plan, and aggregate all the pertinent information, documents, and members of the circle of support. Its technology and interdisciplinary team of bankers, trust officers, social workers, nurses, and psychologists are central to how they deliver a unique experience of individualized special needs trust administration and personal support to your loved one.

Hope Trust takes a revolutionary approach to special needs planning and trust administration for families who are in need of assistance for their loved one with special needs. Through our technology, we know every issue and challenge facing each beneficiary. With an amazing team of Hope Care Coordinators trained to serve those with challenges, we actively seek solutions to social, medical, financial, legal, and daily living struggles.

Hope Trust serves clients throughout the United States.