Practical Financial Planning is excited to announce that Britta A. Koepf, CFP®, has earned the distinction of the Chartered Special Needs Consultant® (ChSNC®) professional designation.
The ChSNC® program is considered the most comprehensive credential available for financial advisors who provide informed financial advice to special needs individuals and their families, helping them to preserve assets without jeopardizing access to essential support services. Earning the designation takes a minimum of 120 hours of study over three college-level courses, followed by a total of six hours of rigorous proctored examinations. The curriculum prepares advisors to provide knowledgeable guidance on a broad range of financial topics that apply to individuals with special needs, including special needs trusts, wills, powers of attorney, guardianships, Social Security and Medicaid, tax deductions and credits, and more.
“Many Americans with disabilities need ongoing support from their families, friends, and government services,” says Britta. “Each of these individuals has a unique set of goals, challenges, and resources. As a fiduciary advisor, my job is to help people with disabilities and their families find the best way to reach their goals using the resources they have available.”