The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.
Cindy Haddad: How Affinia Pioneered Special-Needs Financial Planning barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.
Cindy Haddad and her colleagues at Affinia Financial have doubled client assets to $418 million in the past four years because of their expertise in providing…