#101 - Special Needs Financial Planning: Learning the Lingo

Special needs financial planning is one of the most important and impactful things we can do in preparing and controlling the future. There are many terms and a lot of intimidating lingo. In this episode we have some fun with the terms and learning them so as to set the foundation for what is to come in the next 12 episodes of the financial planning series. About the Guest: Mark Gilfix is an attorney at Gilfix & LaPoll in Palo Alto, California. He is an award winning writer, and an up and coming leader in the fields of Estate Planning, Elder Law, and Special Needs Planning. He is an increasingly sought-after speaker in the field. He has appeared on television on KTVU Fox 2 and NBC Bay Area and has given multiple client and community seminars in the area of multi-generational and special needs estate planning, he has spoken about planning for younger families with the National Association of Elder Law Attorneys, and he has presented about these topics at the Morgan Center Annual Conference. He has lead multiple national webinars, both for attorneys and for the general public. He has lead talks about multigenerational special needs planning for the Academy of Special Needs Planners, for the Autism Society, and other leading organizations. Keep up with his presentations by following his Facebook page. Related Episodes: Episode 30: Legal Rights After the Age of 18 for Students with Special Needs Episode 100: How and Why We Have Changed This show is the 1st of 12 episodes in a series focusing on Special Needs Financial Planning  Find Kim on Instagram as Journey2Lomah