Cynthia Haddad is the co-author of the book The Special Needs Planning Guide. When it was published, it was a one-of-a-kind book advising family members of a disabled person on how to do estate planning. In addition, she discusses government benefits, non-profit agencies, public education entitlement, and other helpful topics. Learn about a Letter of Intent and the elements to include. This book is in its second edition for a good reason. Don't miss this informative episode of Beyond the Balance Sheet.
IN THIS EPISODE:
KEY TAKEAWAYS:
RESOURCES:
Beyond the Balance Sheet Website
BIOGRAPHY:
Cynthia Haddad is a Certified Financial Planner Professional and a Chartered Special Needs Consultant. She is a founding partner and wealth advisor at Affinia Financial Group in Burlington, MA. As a financial professional and advocate for her brother Ron, who has developmental disabilities, Cindy has dedicated her career to serving families like hers. She is a nationally sought-after speaker on planning for families of individuals with disabilities and co-author of the groundbreaking book, The Special Needs Planning Guide, now in its 2nd edition.
