In the first episode of Navigating Special Needs Planning, we introduce the series and the deeply personal and professional connections that fuel this work at Wealthspire. Featuring Mike Delgass, Heather Flanagan, and Rich Yam, the episode highlights their individual expertise while acknowledging the many colleagues across the firm who are either directly engaged in this space or personally impacted by special needs in their own families.
This episode lays the foundation for the season ahead—exploring the critical importance of early planning, the emotional and logistical challenges families face, and the collaborative approach our team brings to helping clients navigate this journey with confidence and care.
