Conversation That Close – LIVE with Scott Greenfield

Special needs planning is often treated as a specialty corner of the business. Scott Greenfield, CEO & Managing Partner at Fifth Avenue Financial, makes the case that it belongs at the center of financial planning. Scott works primarily with parents of children with special needs, helping them plan for a lifetime of care that can extend decades beyond their own.

In this conversation, Scott shares what families are really worried about when they first sit down and how he moves them from concern to action. He explains why parents often have to “disown” their children when it comes to assets, how the timing of a diagnosis can mean unwinding plans already in place, and what changes legally when a child turns 18. He’ll also discuss how advisors can thoughtfully incorporate new savings tools like Trump Accounts for families whose needs may not yet be clear.

Scott closes with why advisors have a voice in advocating for these families and why involvement in the profession matters.

Essential viewing for any advisor who serves families, whether or not special needs planning is part of your practice today.

Speakers:

Scott Greenfield | CEO & Managing Partner at Fifth Avenue Financial

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca