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ACP Member Britta Koepf Interviewed on the NAPFA Nation Podcast

  

ACP Certified Member Britta Koepf was a featured guest on the NAPFA Nation podcast, where she discusses challenges and solutions for special needs families with host Marie Swift. Key topics include the importance of legacy planning, the use of special needs trusts and ABLE accounts, and the financial advisor’s role as an intermediary between clients and legal professionals. https://napfamindsetmastery.libsyn.com/napfanation/planning-for-two-retirements-challenges-and-solutions-for-special-needs-families-with-britta-koepf-episode-21-of-napfa-nation

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