There is a growing need for special needs financial planning and the child should be “central” to the process, according to PlanIt Future director Rhiannon Gogh.
Speaking at Techlink Live 2024's The Value of Your Advice conference today (4 June), Gogh highlighted the impact of children with disabilities on families and the broader implications for financial planning. Gogh specialises in estate planning for families of children with special needs and urged fellow advisers to focus on the child in meetings. "We're focusing on the child because of the impact on the family; there can't be any financial planning blind spots. "Children with disabilities who go to the meetings with their parents and planners are usually in the peripheral. Focusing...
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