Ryan Platt
MBA, ChFC®, ChSNC™, CFBS
Keynote Speaker and Founder of A Special Needs Plan
Ryan's insights have been absolutely invaluable...
“In the short time I spent with Ryan, I was overwhelmed at how much I learned about being a true advocate for my child with special needs. Ryan’s insights on how to navigate the legal and regulatory issues for my family were not only important, but absolutely invaluable. The knowledge I received from his speaking at a parent seminar far exceeded what I learned by paying an attorney thousands of dollars.”
—W. Christopher Chesson
CPA, Former President of The Arc of Davidson County
What's Ryan Talking About?
Planning for Two Lifetimes
A unique planning perspective is needed when your plan needs to work over multiple generations. Ryan will guide you in learning how to create your “Two Lifetime” plan so that everyone can realize Lasting Independence!
Attendees will learn about Special Needs Trusts, ABLE Accounts, Guardianship, Government Benefits, the importance of having a Tax Strategy, and then wrap it all together with a critically important Communication Plan.
Attendees will learn about Special Needs Trusts, ABLE Accounts, Guardianship, Government Benefits, the importance of having a Tax Strategy, and then wrap it all together with a critically important Communication Plan.
ABLE Accounts and
Special Needs Trusts
Ryan takes a dive deep explaining the best practices for ABLE Accounts and how to best use them in conjunction with Special Needs Trusts to provide the best life for your loved one!
Medicaid Waivers and
Government Benefits
Covered Topics:
What are Medicaid Waivers?
Does your child need them?
How can they help in planning for your child's future?
What government benefits are useful and available?
Does your child need them?
How can they help in planning for your child's future?
What government benefits are useful and available?
Building the Support Team
Your Loved One’s team needs to be prepared, but first let’s determine who needs to be on the team. Ryan will discuss selecting your team, roles and responsibilities of each member of the team, and how to ensure your child’s team is always collaborating and connected! If you struggle with these decisions he will review the most common obstacles to this part of future planning and ways to overcome them.
Finances for Families with Special Needs
Money decisions are different for families with a loved one with a diagnosis. They have to be because the money needs to last for the lifetime of the parent - and for the lifetime of the individual with a disability. Ryan will expose why Multi-generational money is unique, and explain the Four Stages of Money, the proper accounts to use in each stage, and why asset location is critical in keeping as much money in your family as possible (without losing it to “tax leaks.”)
Some of the many companies and organizations Ryan has collaborated with and spoken to over the years.
A pioneer in his field, Ryan Platt founded A Special Needs Plan in 2005. As CEO of the firm, his background includes completing his Special Care Planner Certification as well as advanced training in estate and tax planning, special needs trusts and government programs. He understands the emotional dynamics of working with people and families who have loved ones with special needs and is an impassioned speaker whose talks come from the heart and decades of experience.
Ryan is also an award-winning author from Autism Parenting Magazine and a regular contributor to Exceptional Needs Today Magazine.
