
Smart Social Security Strategies for Special Needs Planning
Includes a Live Web Event on 07/29/2025 at 10:00 AM (MDT)
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Brought to you by the Special Needs Planning community: One of the keys to proper Disability & Special Needs Planning is to help a family take advantage of every possible public benefit, while working to build independence from them. Many of our loved ones will outlive us. When they do, we must leave sufficient funds in the right vehicles to support their remaining life. The only way to know how much to leave behind, is to first understand what they can expect to receive--often in the form of SSI or SSDI.
In this discussion, we will focus on crucial social security strategies to maximize benefits to disability families.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Savings & Income Planning
CFP Board CE Credit Hours: 0

Tanner Withers
Founder/Advisor
Withers Wealth Advisory LLC
Tanner is a Utah native, but has found success working with families throughout the country. Through his experience raising a child with a rare genetic syndrome--"Cornelia de Lange Syndrome (CDLS)--" Tanner continues to gain a deep, personal understanding of the challenges and triumphs faced by families like his. He shares the desire to provide the best life possible for every member of the family, including caregivers. This personal experience, combined with his professional experience in financial planning, inspired him to build Albility Planning. His mission is to empower families of all abilities to live their potential, by helping them to navigate the complexities of disability and special needs planning with confidence. He believes that no family should ever feel alone in this journey, and he’s committed to helping parents and caregivers find not just stability, but fulfillment and joy in the journey.
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