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Special Needs Planning
Manage episode 403543752 series 3494562
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Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.
Theme: Special Needs Planning
Guest: Kevin P. McAvoy | Wealth Management Advisor | Special Needs Planner
Kevin has been a financial advisor since the early 1980s and, since the 1990s, has dedicated his career to working with families with children with special needs. He has a decades-long worth of experience in this space and helping this unique community who had previously been underserved. He joins Elizabeth to provide those listening, who may have children with special needs, with insights and knowledge that could help them with their financial plan.
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CRN202702-5963986
30 эпизодов
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