Join us for an informative session designed to empower Collaborative professionals working with families, including but not limited to those who have children with special needs. This presentation will highlight the value of comprehensive financial planning, as well as the “why?” and “how?” behind adding a financial planner to the Collaborative process. Jordan will provide ten essential insights for financial planning tailored specifically for children with special needs. Participants will learn about the purpose and utilization of special needs trusts (SNTs), along with key factors to consider when serving as an SNT trustee. Additionally, the session will explore effective investment strategies to secure children’s financial futures, how to plan for their lifetime needs, and the intricacies of navigating government benefits. Don’t miss this opportunity to deepen your knowledge and enhance your practice. Register now to ensure your participation in this essential discussion!

Jordan Niefeld, a Certified Financial Planner™, brings over a decade of experience in tax and financial planning. A Miami native, Jordan graduated from the W.P. Carey School of Business at Arizona State University in 2006, earning a Master’s in Accounting. After beginning his career as a tax CPA specializing in LLCs, S-Corps, and individual tax strategies, he joined Raymond James in 2014. There, he has dedicated himself to helping clients navigate complex financial landscapes, with a focus on investment and tax planning. Jordan became a certified Collaborative professional in 2018. His expertise in planning for families with special needs distinguishes him as a trusted resource for practitioners seeking to enhance their understanding of financial strategies that support these families.