Special Needs Planning: The Podcast
Special Needs Planning: The Podcast
Podcast Description
Welcome to Special Needs Planning: The Podcast created by SENDA (Special Educational Needs and Disabilities Advisers: www.senda.org.uk).
We are a group of like-minded professionals who are passionate about empowering Advisers to help enable thousands of special needs families have secure financial and legal futures.
And how do you think we’re going to do this? Yep, you got it. By providing for them in the right way, protecting them and preparing them for a fulfilling future life.
Join us as we keep learning more and in doing so, improve outcomes for some of our most vulnerable clients.
Podcast Insights
Content Themes
The podcast covers a variety of themes related to special needs planning, including financial planning, legal insights, and personal experiences. Specific episodes discuss topics like the Child Trust Fund access campaign, financial literacy for SEND families, and personal stories from SEND parents advocating for better financial outcomes.
Welcome to Special Needs Planning: The Podcast created by SENDA (Special Educational Needs and Disabilities Advisers: www.senda.org.uk).
We are a group of like-minded professionals who are passionate about empowering Advisers to help enable thousands of special needs families have secure financial and legal futures.
And how do you think we’re going to do this? Yep, you got it. By providing for them in the right way, protecting them and preparing them for a fulfilling future life.
Join us as we keep learning more and in doing so, improve outcomes for some of our most vulnerable clients.
Carla Brown FPFS is a Chartered Financial Planner, CEO ofOakmere Wealth Management, and the current President and Chair of the Personal Finance Society.
With over 28 years of experience in financial planning, shehas built an award-winning practice focused on helping clients live their best lives through clarity and confidence.
Carla is passionate about shifting the profession fromproducts to people, inspiring advisers worldwide to embrace the transformative power of financial planning.
We covered everything from the Pathways programme and plans for future training updates right through to communication and the importance of the shift in the profession from products to people.
Carla's dream? To see people leaving education want to become a Financial Planner!
Show links:
Home | Personal Finance Society (PFS)
Financial planning
Special needs families
Disability financial planning
Special needs trusts
Financial security
Future planning
Estate planning
Wealth management
Vulnerable persons trust
Disabled persons trust
Discretionary trust
Will
Wills
Wills and trusts
Special needs parenting
Caregiver support
Family budgeting
Long-term care planning
Sibling planning
Guardianship
Life care planning
Caregiver financial stress
Court of protection
deputyship
Tax strategies for special needs
Government benefits
Financial aid for disabilities
Insurance for special needs families
Disability rights and finance
Inclusive financial education
Transition planning (school to adult life)
Advocacy and financial literacy
Navigating financial systems
Empowering special needs families
Enabling
SENDA
Special needs and disabilities
Disabled person
Disabled Children
Special Educational Needs
SEND
SEN
Education Health & Care Plan
EHCP
Financial planning
Personal finance
Wealth management
Financial literacy
Money management
Budgeting tips
Retirement planning
Investment strategies
Long-term financial goals
Financial independence
Budgeting basics
Saving strategies
Investing 101
Tax planning
Debt management
Credit scores
Emergency funds
Financial goals
Passive income
Estate planning
Life insurance
Critical Illness Insurance
Shareholder insurance
Key Person Insurance
Private Medical insurance
Millennials and money
Financial planning for families
Gen Z investing
Couples and money
Money tips for parents
Small business finances
How to build wealth
Financial freedom
Smart money moves
From debt to wealth
Money mindset
Master your money
Stop living paycheck to paycheck
Autism
Complex Autism
Special Needs Parent
Special Needs parenting
Autism Mum
Autism Dad
Specialist Schools
Financial Adviser
Financial Planner
IFA
Chartered Financial Planner
Disclaimer
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