
Whole Story Planning Event – ABLE vs Special Needs Trusts: An In-Depth Discussion
As a fellow special needs parent, Kacy Seitz knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice Whole Story Planning, devoted to helping Special Needs families like hers. In this short workshop, Kacy guides parents, guardians, and family […]