The Essential Elements of Successful Special Needs Financial Planning | Circles of Life 2026 Conference

Ryan McGuire will be presenting on the Essential Elements of Successful Special Needs Financial Planning at the Circles of Life 2026 Conference

Explore the key building blocks families need to create lifelong financial security for loved ones with disabilities, including utilization of government benefits, special needs trusts, ABLE accounts, and coordinated estate planning. The session emphasizes collaboration among families, advisors, and advocacy professionals to ensure resources and supports remain aligned across every stage of life.