June Special Needs | Special Needs Financial and Estate Planning 

Description: Lynda Kommel-Browne will share about special needs planning across the lifespan, with special considerations to financial planning and estate planning. She will also discuss wills, supported decision making and power of attorney, trusts, ABLE accounts, government benefits, and many other essential topics including how to fund these 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.