Navigating Special Needs Planning: Episode 4

Navigating the transition from school to adulthood for individuals with special needs can feel overwhelming. In this episode, Mike Delgass is joined by Heather Flanagan and Rich Yam to discuss how families can approach post-secondary planning with confidence. The conversation explores practical decisions around managing education savings, understanding guardianship options, coordinating estate plans, and making sense of Social Security benefits. With expert insights, viewers will learn how to protect essential supports and create flexibility for the future.