Special Needs Planning: Navigating the Future with a Special Needs Trust | Jennifer Barry, CFP® at Connecticut Wealth Management 00:10:00
Jennifer Barry, CFP®, a Managing Advisor at Connecticut Wealth Management (CTWM), delves into the intricacies of special needs planning with Colleen Masse, Partner at Czepiga Daly Pope & Perri. They discuss the crucial role of a special needs trust in securing the financial future of individuals with intellectual and developmental disabilities (IDD). This educational video provides essential insights for families looking to ensure long-term care and support for their loved ones with special needs.
