Cynthia R. Haddad, CFP®, ChSNC®

Managing Partner
Affinia Financial Group

Cynthia Haddad is a CFP®, ChSNC® and co-author of the bestselling book, The Special Needs Planning Guide, 2nd edition (Brookes Publishing, 2021). As a sister and advocate for her older brother Ron, with developmental disabilities, a daughter caring for her elderly mother and wife and mother of her own active family, Cindy truly has insight into the complexities of planning for families like her own. A nationally recognized thought leader in planning for individuals with disabilities, her expertise has recently been featured in the Wall Street Journal, Barrons and Investopedia amongst other publications.

Disclosure information not submitted.

Presentation(s):

• Current Trends in Special Needs Planning- Key Tools & Strategies Every Advisor Needs to Know

  Monday, December 12, 2022
  10:00 AM – 11:00 AM PDT