Instructor – All Needs Planning

Cover image

Katherine Matthews

5 Courses

11 Students

Course 1: What do you need to have in place to support your loved one with a disability for life?
by
Katherine Matthews
in
Master Class
Lifetime
Beginner
12 Lessons
0 Quizzes
5 Students
Welcome to the Special Needs Master Class! We are so happy to have you here....
Free
Read more
Course 2, Your Funding Strategy: Understanding the Cost of Care and Identifying Resources
by
Katherine Matthews
in
Master Class
Lifetime
All levels
7 Lessons
0 Quizzes
4 Students
Congratulations on completing Course 1-Building your foundation. Way to go! Now that you have a...
Free
Read more
Course 3, Creating a Legal Strategy: Available Legal Protections and Documents
by
Katherine Matthews
in
Master Class
Lifetime
All levels
6 Lessons
0 Quizzes
1 Student
Welcome to Module 3! In this module, we will discuss some legal protections that you...
Free
Read more
Course 4, Developing a Support Strategy: Creating Your Care Plan and Gathering Needed Services
by
Katherine Matthews
in
Master Class
Lifetime
All levels
8 Lessons
0 Quizzes
1 Student
Although the funding and legal components of your Special Needs Master Plan are important, your...
Free
Read more
Implementing and Monitoring Your Special Needs Master Plan-Course 5, Putting It All Together
by
Katherine Matthews
in
Master Class
Lifetime
All levels
5 Lessons
0 Quizzes
0 Students
You are at the finish line! Wonderful! Now if you are here and you haven’t...
Free
Read more

9221 Forest Hill Avenue,
Richmond, VA. 23235

(804) 223-1511
info@allneedsplanning.com

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of All Needs Planning and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. All Needs Planning and Sound Income Strategies, LLC, are not associated entities.