Parent University 2025 Class 2 – The Importance of Financial Planning that Incorporates Special Needs Planning – Financial Peace of Mind

Welcome to 2025 Parent University Class 2: The Importance of Financial Planning that Incorporates Special Needs Planning - Financial Peace of Mind

Did you know that most financial plans totally miss a big piece of the planning we need to do? We are not like “everyone else”. Did you know that most financial professionals are not trained to do this? It is important to learn what you don’t know, and where to begin. Peace of mind comes from knowing that you are ok, that you won’t run out of money, and that you leave enough behind for all of your children, including funding the special needs trust.

Our guest speaker is Bruce Donaldson, CEO and Partner of Simplicity Group. He will share with us his WHY and HOW Simplicity chose to partner with Protected Tomorrows to help us expand our reach. He will also discuss Simplicity’s plans to provide new opportunities for the families we serve utilizing their immense resources. His vision for Protected Tomorrows to help families of those with disabilities is authentic and important to all of us.  I want to ensure that each of you have the opportunity to hear his thoughts and passion for what we do. Bruce will address a few questions after he speaks as well.