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

πŸš΄β€β™€οΈ Now it's time to gear up for Margaret Gaffney, our queen of the bike lane! Whether it's solo, with her family or so...
07/10/2026

πŸš΄β€β™€οΈ Now it's time to gear up for Margaret Gaffney, our queen of the bike lane!

Whether it's solo, with her family or some friends, she's always having a wheelie good time! Her favorite place to bike is the Sugar Creek Greenway and the B***y Loop. (Yes, that's its name!) πŸ”†

When planning for the future of a loved one with special needs, understanding the difference between a Special Needs Tru...
07/09/2026

When planning for the future of a loved one with special needs, understanding the difference between a Special Needs Trust and an ABLE Account can make a major difference. Which one is right for your family β€” or should you have both?

Join us for an informative webinar on Special Needs Trusts & ABLE Accounts and learn how these tools can help protect benefits, support long term financial security, and provide greater peace of mind for the future.

πŸ“… July 16, 2026
πŸ•› 12:00 PM EST

Topics may include:
βœ… What a Special Needs Trust is and how it works
βœ… Understanding ABLE Accounts and their benefits
βœ… Protecting eligibility for government benefits
βœ… Common mistakes families should avoid
βœ… How these tools can work together

Proudly Partnering with Akoma Cares

Register here: https://asnplan.short.gy/071626

07/09/2026

Ryan Platt on the Brand Builders podcast with tips on how parents can educate themselves and feel empowered when planning for the future.

Get the free Guidebook at https://aspecialneedsplan.com. And thanks to The Dunstan Group for having us on.

Listen to the entire podcast here: https://asnplan.short.gy/Podcast

Guardianship & Government BenefitsπŸ“… 7/15/26 | ⏰ 12:00 PM ESTTurning 18 brings major changes. This interactive webinar he...
07/09/2026

Guardianship & Government Benefits
πŸ“… 7/15/26 | ⏰ 12:00 PM EST

Turning 18 brings major changes. This interactive webinar helps families understand what happens at adulthood, how to navigate government benefits, make informed guardianship decisions, and support independence through adult life planning.

🎯 Proudly partnering with A First Name Basis

πŸ”— Register here: https://asnplan.short.gy/071526

The question isn't just:"Will there be enough?"It's also:"Will it still be enough decades from now?" πŸ’™
07/08/2026

The question isn't just:

"Will there be enough?"

It's also:

"Will it still be enough decades from now?" πŸ’™

07/08/2026

Have you ever considered how inflation could impact your loved one's long-term financial future? πŸ’™

From all of us at A Special Needs Plan, we wish you a safe and happy Independence Day. β€πŸ€πŸ’™
07/04/2026

From all of us at A Special Needs Plan, we wish you a safe and happy Independence Day. β€πŸ€πŸ’™

We asked our team to share their favorite way to spend the summer, and today it's Michael's turn! β˜€οΈWhen the weather war...
07/03/2026

We asked our team to share their favorite way to spend the summer, and today it's Michael's turn! β˜€οΈ

When the weather warms up, you'll most likely find Michael out on the golf course or spending quality time with family and friends. β›³οΈπŸ’™

What's your favorite way to spend a summer day?

Understanding Special Needs Trusts and ABLE AccountsπŸ“… July 8⏰ 12:00 PM ESTJoin A Special Needs Plan for an interactive w...
07/02/2026

Understanding Special Needs Trusts and ABLE Accounts

πŸ“… July 8
⏰ 12:00 PM EST

Join A Special Needs Plan for an interactive webinar focused on ABLE Accounts and Special Needs Trusts. We’ll dive into best-use strategies and how these tools can work together to provide long-term financial support and flexibility for your loved one.

🎯 Partnering with A First Name Basis

πŸ”— Register here: https://asnplan.short.gy/070826

07/02/2026

When we think about planning for the future, it's easy to put it off. But having the right plan in place can make a world of difference - not just for you, but for the people you love most.

Our founder, Ryan Platt, recently joined the Brand Builders podcast to talk about why planning ahead matters, especially for families navigating the unique challenges of special needs planning.

If this gets you thinking or starts an important conversation with your family, then it's time well spent. And thanks to The Dunstan Group for having us on.

Listen to the entire podcast here: https://asnplan.short.gy/Podcast

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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