About this episode
Our guest on the podcast today is Cynthia Haddad, an expert on financial planning for people with disabilities and their families. Cindy co-founded Affinia Financial Group, which was just acquired by Sequoia Financial Group. Cindy is now senior vice president and wealth advisor for Sequoia’s special needs planning practice. She is also co-author of The Special Needs Planning Guide , now in its second edition. Cindy is a certified financial planner and a chartered special needs consultant. She received her bachelor’s degree in economics and finance from Simmons University. Background Bio John Nadworny The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child’s Life , by Cynthia Haddad and John Nadwordy Basic Special Needs Planning “ A Parent’s Guide to the Special Needs Letter of Intent ,” specialneedsplanning.com . “ Choosing a Guardian for an Adult With Special Needs ,” specialneedsplanning.com . The Academy of Special Needs Planners Special Needs Alliance NALA—The Paralegal Association Government-Provided Assistance and Special Needs Trusts The ABLE Account Government Benefits Housing and Transition The Arc of Massachusetts “ A Special Needs Trust and Your Plan for the Future ,” specialneedsplanning.com . “ How ‘Third-Party’ Special Needs Trusts Differ From Other Trusts ,” specialneedsanswers.com , March 8, 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.