Sweeney & Associates Special Needs Planning
Special Needs Planning Links:

Special Needs Planning
Special Needs Planning Request Form
Resource Guide for the Underserved
Special Needs Planning Brochure
Special Needs Planning Worksheet
A Letter of Intent is a Good Idea
Regaining Control
Other Resources

Customer Quotes:

Special Needs Testimonials

From Kristi Sweeney’s 2/7/07 workshop for families sponsored by the National Sports Center For the Disabled:   


“My father and I would like to thank you for presenting the information on planning for a loved one with disabilities.  It was a nice presentation and was helpful to my father and I, and it seemed helpful to the others who attended as well.  It is nice to see that people are specializing in these areas. Even as a family member of someone with disabilities, I was completely unaware of these financial and legal specialties. I am thankful to NSCD and Kristi for helping bring this to light for me. It is nice to find out that we are farther ahead of the planning than we thought. It brings a little peace of mind.  These seminars are a great idea and thank you to everyone who helps make these a possibility. “  J.T. 

Other parents and family comments on the workshop: 


“So much critical information!!!”  L.C.


“This was great and informative” J.L.


“It was refreshing since there was no sales pitch and lots of good information R.S.” 


“It was a very beneficial seminar and great that NSCD provides these services to families” J.T.


“Thank you.  Very pleased by what I heard.”  W.C., Attorney At Law


“You are a natural at presenting special needs material . . You know your material AND you   relate  so well  to your audience ,  as your life experiences are so similar.” D.B., Financial Advisor 



Regarding an individual benefits/special needs consultation:


“Dear Kristi,

Thank you so much for meeting with me last May- our conversation really helped me sort things out. R. is back to work and doing really well. He is not 100% but he is doing great considering everything. Thanks again for your support.”

L. W.

 

 

Special Needs Planning


children on path

Request Additional Information from Sweeney & Associates :

Click here for our Special Needs Planning Request Form

 

Special Needs Planning Articles:

Kristi Sweeney has authored numerous informative articles about Special Needs Planning. Click on any of the articles below to learn more about Group health Insurance.

 

A Letter of Intent is a Good Idea

Resource Guide for Colorado's Medically Underserved

Regaining Control

Special Needs Planning Brochure

Special Needs Planning Worksheet

 

 

 

 

In the News:

Kristi was recently quoted in a recent article for Wealth Manager magazine - "When you have clients with disabled children, finance is only one of the issues."

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