A Special Needs Plan, INC.

A Special Needs Plan, INC. Special Needs Planning to secure, protect and strive for Lasting Independence

Special Needs Planning to secure, protect and strive for Lasting Independence
https://aspecialneedsplan.com/licensing

📣 Free Webinar: Guardianship and Government BenefitsTurning 18 is a major milestone—and knowing what comes next can make...
09/02/2026

📣 Free Webinar: Guardianship and Government Benefits

Turning 18 is a major milestone—and knowing what comes next can make all the difference.

Join us for an informative webinar as we discuss:
✅ What happens when your child turns 18
✅ Where to begin with government benefits
✅ Making guardianship decisions
✅ Planning for adult life
✅ Fostering independence

🗓 Wednesday, September 16, 2026
🕛 12:00 PM ET

Presented by Margaret Gaffney, Transition Coordinator

In partnership with the Western Carolina University Participant Program.

Reserve your spot today: https://asnplan.short.gy/091626

09/02/2026

Once you have a Special Needs Plan in place, how often do you really need to update it? Ryan explains when it's time to revisit your plan and why keeping it up to date is an important part of planning for the future.

We were so honored to be a part of CHILL Act this past weekend! 💙Thank you to everyone who stopped by! We truly enjoyed ...
09/01/2026

We were so honored to be a part of CHILL Act this past weekend! 💙Thank you to everyone who stopped by! We truly enjoyed getting to know you and look forward to staying connected.

Also, how adorable is Grace helping out at our table? 😍

Happy National Dan Day! Today we're also celebrating his 4th year here at A Special Needs Plan!Dan, we're so lucky to ha...
09/01/2026

Happy National Dan Day! Today we're also celebrating his 4th year here at A Special Needs Plan!

Dan, we're so lucky to have you and thankful for all you do for our families and for us! 💙

A lot of the parents who come to our office have carried the weight of their loved one’s future for years before they ev...
08/31/2026

A lot of the parents who come to our office have carried the weight of their loved one’s future for years before they ever pick up the phone. They know they need a plan. They just don't know where to start, and the not knowing has a way of becoming its own kind of paralysis.

If that sounds familiar, here's something worth hearing: you don't have to have this figured out before you take the first step. 💛

You do not need to solve everything today. The goal is simply to begin.

That might mean one conversation with your spouse about what you'd want for your child's housing someday. It might mean reviewing a beneficiary designation you haven't looked at in years. It doesn't have to be more than that to count as progress.

Forever Prepared walks you through what comes after that first step, one piece at a time. Order now. Link in bio.

ABLE Accounts + Special Needs Trusts: Better TogetherWondering how ABLE Accounts and Special Needs Trusts work together ...
08/27/2026

ABLE Accounts + Special Needs Trusts: Better Together

Wondering how ABLE Accounts and Special Needs Trusts work together to help protect your loved one's future?

Join us for this free, interactive webinar as Ryan Platt, Founder & Planner, explains:
• When an ABLE Account makes sense
• How Special Needs Trusts protect benefits
• Strategies for using both together to maximize financial security and independence

We'll also be partnering with the Western Carolina University Participant Program for this informative session.

🗓 Wednesday, September 9, 2026 |🕛 12:00 PM ET

Reserve your spot today: https://asnplan.short.gy/090926

Friendly reminder this FREE webinar series starts NEXT Wednesday!The University Participant (UP) Program at Western Car...
08/26/2026

Friendly reminder this FREE webinar series starts NEXT Wednesday!

The University Participant (UP) Program at Western Carolina University is partnering with our friends again with A Special Needs Plan to help prepare and plan for the future! Don't miss this amazing and FREE webinar series that will happen each Wednesday in September at 12 noon (EST). Be sure to mark your calendar and register now to join us. Please also help us share this far and wide with others that might need this information.

September 2nd at 12 pm- Planning for Two Lifetimes https://asnplan.short.gy/090226

September 9th at 12 pm - ABLE Accounts and Special Needs Trusts https://asnplan.short.gy/090926

September 16th at 12 pm - Guardianship and Government Benefits https://asnplan.short.gy/091626

September 23rd at 12 pm - Medicaid Waivers
https://asnplan.short.gy/092326

September 30th at 12 pm - Building the Support Team
https://asnplan.short.gy/093026

Learn more about our friends at WCU UP at up.wcu.edu. or come join us on Wednesdays! See you there 💜
08/26/2026

Learn more about our friends at WCU UP at up.wcu.edu. or come join us on Wednesdays! See you there 💜

08/25/2026

Working doesn't automatically mean losing SSI. Here's what families should know. 💙

🎉We are so excited to announce Forever Prepared is published!! 🎉This book is for every parent who has lain awake with th...
08/25/2026

🎉We are so excited to announce Forever Prepared is published!! 🎉

This book is for every parent who has lain awake with the same question circling: what happens when I'm not here anymore?

It's for families who have a trust document sitting in a drawer and still don't feel covered, and for parents who've sat with attorneys and financial advisors and still sense that something hasn't quite come together.

That feeling has a reason behind it. The tools exist, but the story they're meant to serve has never been written.

This book starts there, with a clearly defined vision for what a good life looks like for your loved one at every stage of adulthood, before a single document is drafted or a single account is opened. Everything else builds from that foundation.
Order your copy now, link in bio!

Address

101 N. McDowell Street Suite 112
Charlotte, NC
28204

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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