Special Needs Chapter Meeting | Special Needs Financial and Estate Planning
June 2 @ 12:00 pm – 1:00 pm EST
Chapter Meeting
Chapter meetings occur monthly and are facilitated by the chapter leadership. In addition to networking and building relationships, each member has the opportunity to present an NADP ED Talk and provide valuable divorce-specific education to their fellow chapter members.
Lynda Kommel-Browne will share insights on special needs planning across the lifespan, with a focus on both financial and estate planning considerations.
She will cover key topics including wills, supported decision-making and power of attorney, trusts, ABLE accounts, and government benefits, along with many other essential areas, including how to effectively fund these planning vehicles.
Speaker Bio:
After a thirty-year career on Wall Street, Lynda joined Round Rock Advisors, delivering financial planning, advisory and wealth management services centered on empowering women and families to achieve their financial and life goals. Specialties include women’s financial issue management, divorce financial planning, and special needs and mental health challenges planning.
Lynda is one of a small group of financial professionals in the US to hold three complementary designations:
Chartered Financial Analyst (CFA®), Chartered Special
Needs Consultant (CHSNC®), and Certified Divorce Financial Analyst (CDFA®).
She also holds her Life, Health & Long-Term Care insurance licenses.
