Special Needs Chapter Meeting: Financial Strategies for You and your special needs loved one

Description: The Three Parts to a Successful Special Needs Plan Financial Strategy: Establish a solid financial plan to provide long-term security and resources for your loved one. The Estate Plan: Create a comprehensive estate plan, including wills and trusts, to ensure future care and asset distribution. Government Benefits: Maximize eligibility and coordination of essential government programs to support ongoing needs. Each component works together to build a secure and sustainable plan tailored to your family’s unique situation.

BIO: Ian Kansky began his career as a Wall Street executive, specializing in U.S. government securities and helping institutional clients finance the nation’s debt. After a decade in finance, he transitioned into entrepreneurship, leading businesses in consumer cleaning services and food service solutions for nonprofits supporting individuals with disabilities. Since 2015, Ian has focused on educating clients on financial strategies, with a passion for helping families with special needs loved ones and business owners achieve lasting financial security. A graduate of SUNY Albany with a degree in economics, Ian resides in Monmouth County, NJ, where he enjoys traveling, golfing, and beach outings.