Designing the Durable Plan: How to Make Special Needs Plans Survive 30+ Years
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Join the Speical Needs Planning Community for more advanced, systems-level discussion on governance, continuity, institutional memory, and why long-term success depends more on structure and process than on documents alone.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Jeff Llewellyn, ChSNC®, CFA, CFP®
Practice Lead for Special Needs Planning Team
Rockwood Wealth Management
Jeff Llewellyn, CFA®, CFP®, ChSNC®, is the Practice Lead for the Special Needs Planning team at Rockwood Wealth Management, an independent RIA based in New Hope, Pennsylvania. At Rockwood, he works with families navigating disability-related planning, coordinating investments, tax strategy, estate planning, and benefits-aware structuring—so long-term support is sustainable.
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Designing the Durable Plan: How to Make Special Needs Plans Survive 30+ Years
03/17/2026 at 11:00 AM (MDT) | 60 minutes
03/17/2026 at 11:00 AM (MDT) | 60 minutes
A more advanced, systems-level discussion on governance, continuity, institutional memory, and why long-term success depends more on structure and process than on documents alone.