Helping You Plan for Loved Ones With Special Needs # 364
Your Life Your Wealth
English - October 21, 2022 11:59 - 37 minutes - 51 MB - ★★★★★ - 27 ratingsInvesting Business News finances financialplanning investing currentevents lifestyle news politics retirement stockmarket wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Having a family member who lives with a physical or intellectual disability, or some degree of impairment (such as an injury, illness or chronic condition), is far more common than you may realize. Financial planning for these individuals is often a complicated matter. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Christopher Currin, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER TM, Mercer Advisors. They discuss the various strategies necessary when planning for individuals with special needs to assist them in living secure and fulfilling lives. Listening Time: 37 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
Having a family member who lives with a physical or intellectual disability, or some degree of impairment (such as an injury, illness or chronic condition), is far more common than you may realize. Financial planning for these individuals is often a complicated matter. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by Christopher Currin, Senior Wealth Advisor, CERTIFIED FINANCIAL PLANNER TM, Mercer Advisors. They discuss the various strategies necessary when planning for individuals with special needs to assist them in living secure and fulfilling lives. Listening Time: 37 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.