Connecting the Dots:

Caring for a Loved One with Mental Health Issues

James Traylor, CLU, ChFC, ChSNC

James Traylor, CLU, ChFC, ChSNC

President, Upstate Special Needs Planning

James is a financial planner who works with families caring for an individual with a disability or other special needs.  James is a sibling of a person with special needs, advocate and professional, who has focused his entire professional career on becoming the agency of choice for families planning for a dependent with a disability.  James regularly provides training and continuing education for legal, financial and tax professionals on planning for an individual with a disability...Read More

This webinar will provide an overview of how to coordinate sustainable supports for an individual with mental health issues and an understanding of government benefits and services and how to maximize them.

Presenter: 
James Traylor, CLU, ChFC, ChSNC
President, Upstate Special Needs Planning

Date and Time:  Tuesday, April 4, 2017 from Noon–1:00pm – REGISTER