Voya Life Stories: Special needs planning

Don't procrastinate with special needs planning

October 16, 2017 @ 7:00 am

Runtime: 2:36

Meet Thomas Kalejta: a financial adviser in Pennsylvania, who was inspired by his own son's autism to want to help other families. Find out how "hope isn't a strategy" when it comes to financial planning for families with special needs.

More from the Event

Roadmap to government benefits for special needs financial planning

Navigating government benefits for special needs financial planning can be intimidating, but you are not alone. Your financial advisor has the experience and education to guide you through the process — helping you avoid the most common pitfalls.

Special needs planning checklist

The journey of creating a lifetime of continuous care for your loved one may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future your loved one with special needs deserves.

Case study: Special considerations for beneficiary designations

Naming a loved one with special needs as a beneficiary could have an unintended impact on their eligibility for government benefits.

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