Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an attorney for estate planning, accountant for taxes, or financial planner. Maybe you saw a relative go through something horrible - whatever the reason - it is important to plan if you have the means to do so.
Nervous about paying a fee when you sit down with someone? Why is it that some advisors are free and some charge? Listen to this case study to find out why we charge a fee to meet and why it is beneficial for you to pay! We believe free advice is free advice. In our industry, someone sitting down with you for free is most likely a young advisor with minimal experience or a commission based advisor looking to provide you with a product. We charge a fee because that is how we make a living, with fees. We do not look to make money from providing products. Not all advisors who will meet you for free is bad but we do believe you get what you pay for.
"Our mission, at Voices for Autism, is to raise money, awareness and acceptance of individuals and families affected by autism. In addition to raising awareness, we hope to promote the value, acceptance, and inclusion of people living with autism. We want to see individuals on the spectrum achieve their highest level of independence within their home, school and community. Voices for Autism would like to help better the future for individuals and families who are affected by autism."
Jennifer L. FitzPatrick, MSW, LCSW-C, CSP (Certified Speaking Professional) is the founder of Jenerations Health Education, Inc., a full service healthcare education organization. With over 20+ years experience in healthcare, Jennifer is also a gerontology instructor at Johns Hopkins University’s Certificate on Aging program. Her mission is to help healthcare organizations and professionals grow while empowering patients and their caregivers.
Check out more about Ms. FitzPatrick, MSW, LCSW-C, CSP, and her company, Jenerations by clicking on the website below!
We have been doing a lot of research with 529 plans because of college savings and the newly introduced ABLE Accounts. After you get done with this podcast, check out our previous podcast posted specifically about ABLE Accounts!
"Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners."
Check out more about Mr. Curley and Strategic Insight on their website below:
This is all about the ABLE Account! This account can be an extremely helpful tool in helping you afford the costly lifestyle that comes with your special needs person. This account isn't just for poor people or just for rich people, it is simply a tool you should consider if you are taking care of a special needs individual. Listen to this amazing podcast to learn more details!
Check out more information on their website below:
"Who am I? Well, I guess the most relevant fact is that I have a daughter with an ASD. She was diagnosed with Pervasive Developmental Delay (PDD) when she was 3 years old. During that time, and for more than 20 years, I was a local television news anchor/reporter at WMAR-TV in Baltimore. If you want to check it out…You can find my YouTube Channel. Now, I’m basically producing stories in very much the same way as any broadcast news organization…Except these stories are all about wonderful kids who have Autism. I like to call them “SPECtacular Kids” on the spectrum!
Real Look Autism is, first and foremost, a visual resource. RLA will be funded through sponsorships and contributions. We are not directly fundraising or selling a particular product. Real Look Autism is a non-profit organization and we are open to many avenues of support.
Please contact us at email@example.com and sign up for our e-mails…that way you’ll know when we post a new video. We look forward to your comments and mostly look forward to hearing your stories. Real Look Autism-growing up on the spectrum…you tell us something that’s working for you…and we’ll show everyone else."
Angela Lello is the Senior Director of Public Policy for the Autism Speaks Advocacy Team. Earlier this year, there was an announcement that RAISE Family Caregivers Act was signed into law! But, what does that means for families and caregivers? Check out this weeks episode to get some more details! You can find out more about Ms. Lello and the amazing work done over at Autism Speaks by looking at their website below. They are a huge organization and do so much for the special needs community.
Check out their website below to learn about Autism Speaks and the RAISE Family Caregivers Act:
Here is the focus of what Mr. Bryant, CDFA® at SYNERGY DIVORCE SOLUTIONS can help you with:
Divorcing spouses usually have plenty to disagree about; money shouldn't be one of them. Divorce settlement agreements come down to numbers, and the numbers don’t lie. They can be analyzed to determine how fair or unfair any settlement offer would be.
That’s why divorcing spouses should seek the guidance of a financial professional experienced in divorce settlements. While attorneys are essential to the process, they generally do not possess the financial skills to assess the short & long-term consequences of the divorce settlements they help negotiate."
Learn more about the company and how they can help you on their website below!
"Illness has no off season, no matter the outcome we know the game is never over. The Team Up For 1 Foundation (TU41) mission is to enhance the quality of life for children (and their families) with developmental disabilities, chronic and life threatening illnesses. TU41 engages the sports world by matching children with teams from every competitive level – college, high school and professional. Through MVP Ceremonies, team activities and endless TU41 programs – children and families leave behind their heavy burden and receive support and compassion to improve their quality of life. TU41 offers programs supporting parents and siblings as part of caring for the child."
Check out more great information and resources on their website below. See what this amazing non-profit is doing to make a strong impact in the special needs community!