The 2025 National Conference of the Academy of Special Needs Planners (ASNP) held in San Diego, California, earlier this spring featured a compelling presession on collaborative special needs planning.
Presented by Jerry Hulick of MassMutual SpecialCare, Fred Misilo of Fletcher Tilton, and Jeff Vistica of Vistica Wealth Advisors, the discussion emphasized the crucial integration of financial and legal expertise to provide comprehensive support for families with special needs individuals. The presenters shared insights on building effective professional relationships, addressing client needs holistically, and navigating the complexities of special needs planning in partnership.
Click here for an overview and other important information from the Conference