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Brendan Bernat


Recent posts by Brendan Bernat

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Take a Deep Dive into Special Needs Planning with Kacy Seitz in August

By Brendan Bernat on Aug 1, 2024 10:59:24 AM

On the heels of a fascinating discussion of AI and Fintech (see NAIFA Live On-Demand), NAIFA is proud to feature Kacy Seitz, ChFC, CLTC, CHSNC as our August NAIFA Live speaker as she presents Financial Planning for the Special Needs Family. As a special needs parent, Kacy created Whole Story Planning, devoted to helping Special Needs families across the country. Kacy’s fascinating presentation will equip you to better understand the planning needs of any child or adult child with long-term dependency during each stage of life. 

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