Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Conference Presentation (2022)
8 slides from Broadridge Financial Solutions's conference presentation, 2022
Slide 1: Special Needs Planning: The Basics of Special Needs Planning
Special Needs Planning The Basics of Special Needs Planning PREVIEW Good <MORNING, AFTERNOON, EVENING> and welcome. My name is <YOUR NAME>, and I represent <FIRM NAME>. Planning for the personal needs and financial security of a loved one who has a disability or special needs may seem overwhelming.
Slide 2: The Statistics…
The Statistics… 13% of U.S. residents (all ages) report having a disability: 4.6% of persons under age 18 10.7% of persons ages 18 to 64 32.6% of persons aged 65 and over PREVIEW Source: U.S. Census Bureau, ACS 2021, Accessed December 2022 If your loved one has a disability or special needs, y
Slide 3: The Statistics…
The Statistics… 1 in 44 American children has 1 in 9 older Americans has an autism spectrum disorder* Alzheimer’s dementia** *Source: Centers for Disease Control and Prevention, Data and Statistics, www.cdc.gov, accessed December 2022 **Source: Alzheimer's Association report, 2022 Alzheimer’s Diseas
Slide 4: What Is Special Needs Planning?
What Is Special Needs Planning? Provides for an individual with special needs, taking into consideration the needs of the family as well as the individual Plans can be made by the individual and/or the loved ones of the individual Child of any age Sibling Spouse Parent Other relative o
Slide 5: Goals of Special Needs Planning
Goals of Special Needs Planning Balance your present and future needs with your loved one's present and future needs Create and implement personal care, financial, and legal plans Communicate such plans to all relevant persons Review and revise plans as circumstances change Assure family m
Slide 6: Risks of Not Planning Ahead
Risks of Not Planning Ahead Upon your death, certain decisions will be made for you: Appointment of a guardian and/or a conservator The state will determine how much of your estate your loved one will inherit The money might run out one’s future. PREVIEW By not planning for what might happen a
Slide 7: Planning Steps
Planning Steps You need to: Create and implement a current personal care plan for your loved one Create a transition plan for continued personal care as circumstances change Create and execute a legal plan Create and implement a financial plan PREVIEW What are some of the specific things you
Slide 8: Step 1: Create and Implement a Personal Care Plan
Step 1: Create and Implement a Personal Care Plan Who will provide care? You and/or other family members or friends Full‐ or part‐time professional Where will your loved one live? At home, independently With you or another family member or friend Assisted‐living arrangement PREVIEW What is
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