Loring Ward Publishes Book to Help Families with Special Needs Children

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Provides Road Map for Addressing Long-Term Planning Challenges

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This book actually succeeds in demystifying the planning process by suggesting what questions to ask, what factors to consider for prioritization, and what steps to take.

As part of its commitment to provide financial tools, insights and education to help investors and financial advisors, Loring Ward has published "Your Legacy of Care," a practical book that details the key steps parents can take to ensure appropriate and sustainable care for a special needs family member.

As any parent of a child or adult child with a disability knows, there are few more complex and challenging responsibilities than fashioning a plan to address short- and long-term considerations. "Your Legacy of Care: Providing for Your Special Needs Child Today, Tomorrow and Always" blends stories from parents of special needs children, compelling research and decades of personal and professional experience to assist those who seek to improve the quality of life for individuals with disabilities now and in the future.

Madeleine Will, Vice President of the National Down Syndrome Society’s Policy Center and Former Assistant Secretary of Special Education at the U.S. Department of Education, writes in the book’s foreword: “Well-organized and comprehensive, this book actually succeeds in demystifying the planning process by suggesting what questions to ask, what factors to consider for prioritization, and what steps to take.”

Author Donald Bailey, who is both the father of a son with special needs and a successful financial planner, and co-author William Chettle, also with many years of experience in financial services, thoughtfully guide parents through topics such as investments, estate planning, education, tax considerations and how to ensure a lifetime of care.

According to Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University and a member of Loring Ward’s Investment Committee, “Typical financial advice is centered on parents who support children through college but no longer. Yet children with disabilities need support long after their parents are gone. Donald Bailey and William Chettle provide an excellent guide to plans that assure such children of support throughout their lives.”

"Your Legacy of Care" can be purchased for $3.95 on Amazon.com.

Headquartered in San Jose, California, Loring Ward (LWI Financial Inc.) is dedicated to helping independent advisors become the most trusted and valued professional in their clients' lives. Loring Ward's Asset Class Investing philosophy combines market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

From Investment Management to Business Management to Practice Development, Loring Ward has almost three decades of experience giving advisors the tools, training and support to provide a world-class experience for their clients.

As of October 2017, Loring Ward has $16.3 billion in assets under management. For more information, please visit http://www.loringward.com.

LWI Financial Inc. ("Loring Ward") is an investment adviser registered with the Securities and Exchange Commission. Securities transactions are offered through its affiliate, Loring Ward Securities Inc., member FINRA/SIPC. R 17-292.

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William Chettle
Loring Ward
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