10 Steps to a Special Needs Financial Plan

Rhiannon Gogh is on a mission to facilitate a financial adviser community equipped to ensure that every Special Educational Needs and Disability (SEND) family receives the right financial planning advice at the right time.

In this webinar, Rhiannon demonstrates the practical steps you can take to help, engage and advise a family with disabled children. What are the nuts and bolts of putting in place a special needs plan, how do you construct it and what do you do next? How can you achieve better client outcomes for families of children with additional needs?

Learning points:

• Understand the need for specialist advice for the families of disabled children in the UK
• Identify and understand the unique financial needs of SEND (Special Educational Needs and Disability) families and how to meet them
• Learn the questions to ask, solutions to consider and how to avoid SEND planning traps
• Gain an overview of the 10 steps a special needs financial planner takes starting with discussing a vision through to documentation and review of the plan
• Realise the scope of what this means for families faced with planning for a different kind of future.