Nov 4, 2020
Long-Term Financial Planning for Families of Children with Special Needs | Season 3, Episode 2
Play • 33 min

Caring for a child with special needs, such as a communication disorder, learning difference or complex medical diagnosis, can be overwhelming. Families planning for the future of a child with special needs could benefit from additional support and financial resources. In this episode, we speak with financial planners Bryan Smith and Tinja Anderson of MassMutual Greater Houston to learn the basics of planning for your family’s unique financial needs. They provide clarity on complex issues like Medicaid, Medicare and Social Security benefits, different types of trusts families with special needs may use, and what to keep in mind when planning for the future. They also share the types of services they provide to families to give holistic support now and through the next 20, 40 or 60 years.

About Our Guests
Bryan Smith is a financial planner for MassMutual Greater Houston who works with families to develop customized Life Care Plans using unique and personalized strategies that maximize financial efficiency. His passion to serve is born out of his personal journey and growth as the oldest brother to a sibling with special needs. He relates to siblings and parents about the highs and lows of caring for a person who has disabilities. Bryan assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through special needs trusts and guardianship concerns.

Tinja Anderson is a financial strategist whose mission is to leave anything she touches better than she found it. She is passionate about assisting her clients by reducing their fear of not having enough, and by working with a team of special care planners who assist her clients in navigating the complex world of special needs. As a sibling of someone who grew up with a severe speech disorder, she knows how important it is to find a community of support.

You can follow the Greater Houston MassMutual SpecialCare Team on Facebook for upcoming free webinars.

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