The Foundation of a Special Needs Financial Plan: Government Benefits – Voya – 4.16.21

Overview:
Title: The Foundation of a Special Needs Financial Plan: Government Benefits
Date: Friday, April 16, 2021
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Navigating government benefits for special needs financial planning can be overwhelming — especially with so many different requirements. Even so, these benefits provide valuable resources and can serve as the foundation of a broader special needs financial plan. Join us to learn how to avoid common pitfalls and what government benefits to consider when creating a solid special needs financial plan. The government benefits can be classified into four main categories:

  • Income benefits
  • Medical and healthcare benefits
  • Residential and housing benefits
  • Educational and vocational benefits

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.