Navigating the World of Special Needs Planning

A series of presentations by Mark Friese, Senior Vice President of Wealth Management, Wealth Management Advisor and Portfolio Manager at Merrill Lynch, and Chase Phillips, Financial Advisor with Merrill Lynch

NEW! 3/10/2015: Mark and Chase take us through their Special Needs Planning Workbook (see below to download a copy) and describe how this workbook can help families understand long-term financial planning and know what is important to consider to ensure their loved one with a disability will be taken care of now and in the future.


7/3/2014: Mark and Chase give an excellent overview of how special needs planning can protect your family while providing an empowered life for your loved one living with disabilities. Having first-hand experiences with disabilities, Mark and Chase each bring a unique and personal perspective to discussing special needs financial planning. 


Please send any questions for Mark and Chase to This email address is being protected from spambots. You need JavaScript enabled to view it.">This email address is being protected from spambots. You need JavaScript enabled to view it. .


Additional Resources

You can view a copy of Merrill Lynch's Special Needs Planning Workbook here.

The Merrill Lynch Special Needs Calculator allows you to estimate funding needs for your children.

Mark and Chase work with the Menick-Friese Group; you can view their website here.