Financial Inclusion for Caregivers and Individuals with Special Needs or Disabilities – Voya – 8.4.20

Overview:
Title: Financial Inclusion for Caregivers and Individuals with Special Needs or Disabilities
Date: Tuesday, August 4, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:
Already Registered?
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Summary:

Now On Demand.

In the United States, 25% of adults—an estimated 61.4 million people—report having a disability.1 People with disabilities and special needs, along with their caregivers and families, represent 105 million individuals in the United States, controlling $3.9 trillion in disposable income annually.2 Yet despite its size, this community is often overlooked and underserved when it comes to assistance in financial planning. This assistance is crucial, given the unique financial planning needs they face. As a financial professional, you can play a critical role in helping members of this community plan for the future they envision. Specifically, you will:

  • Learn special needs planning tactics that help deepen and retain relationships with clients or prospects, build your book of business and enhance your value proposition.
  • Walk away with differentiating action steps you can begin using immediately, including ways to avoid common special needs planning pitfalls that may disqualify those with disabilities from certain benefits.
  • Engage with subject matter experts who provide unique and powerful perspectives on the disabilities community and the role of financial professionals.

Speaker:
Matt Stagner, CFP®, ChSNC® Matt Stagner, CFP®, ChSNC® Senior Special Needs Financial Consultant Voya Cares®

Matt Stagner is a senior special needs financial consultant with Voya Cares®. He provides thought leadership, content and product development, sales strategy, as well as advisor and subject matter expert training. Matt brings more than 17 years of experience as a financial planner, manager and wholesaler. He is passionate about delivering an interactive, client-centric, holistic planning experience that truly helps to improve the lives of all clients. Matt holds an MBA from Webster University and a bachelor’s degree in personal financial planning from the University of Missouri – Columbia. Additionally, he holds FINRA Series 7, 63 and 24 registrations; Iowa Life, Accident and Health Insurance license; and maintains Certified Financial Planner® (CFP), Chartered Special Needs Consultant® (ChSNC); Chartered Financial Consultant® (ChFC); Certified Plan Fiduciary Advisor® (CPFA); and Accredited Investment Fiduciary® (AIF) designations.
1 Okoro CA, Hollis ND, Cyrus AC, Griffin-Blake S. Prevalence of Disabilities and Health Care Access by Disability Status and Type Among Adults — United States, 2016. MMWR Morb Mortal Wkly Rep 2018;67:882–887. DOI: http://dx.doi.org/10.15585/mmwr.mm6732a3 2 Rich Donovan. Return on Disability, Translate Different Into Value. 2016 Annual Report: The Global Economics of Disability, May 2016.