Practical Financial Planning: Britta A. Koepf Earns Chartered Special Needs Consultant® (ChSNC®) Designation

Share Article

CERTIFIED FINANCIAL PLANNER™ Britta A. Koepf has been awarded the Chartered Special Needs Consultant® (ChSNC®) designation, demonstrating expert knowledge in providing financial guidance to individuals with special needs and their families.

Britta A. Koepf, Financial Advisor at Practical Financial Planning, Inc., has earned the Chartered Special Needs Consultant® (ChSNC®) professional designation.

The demand for financial advisors who understand the complexities of planning for persons with disabilities has grown as more families include individuals with special needs and as laws that govern this field have become more complex. The ChSNC® program is considered the most comprehensive credential available for financial advisors interested in providing special needs individuals and their families with informed financial advice designed to help preserve assets without jeopardizing access to essential support services.

Koepf’s status as a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant qualified her for this demanding program. Earning the ChSNC® designation requires a minimum of 120 hours of study as part of three college-level courses that include a total of six hours of rigorous proctored examinations. A Chartered Special Needs Consultant® provides knowledgeable advice on a broad range of financial topics including special needs trusts, wills, powers-of-attorney, guardianships, Social Security and Medicaid, tax deductions and credits that apply to special needs individuals, and more.

“56.7 million Americans have disabilities. Many need ongoing support from their families, friends, and government services,” said Koepf upon receiving this professional recognition. “Each of these individuals has a unique set of goals, challenges, and resources. As a fiduciary advisor, my job is to help people with disabilities and their families find the best way to reach their goals using the resources they have available.”

Koepf is a fiduciary, fee-only planner and has worked at Practical Financial Planning for five years. She is a member of the Alliance of Comprehensive Planners (ACP), National Association of Personal Financial Advisors (NAPFA), and has joined the Academy of Special Needs Planners.

# # #

About Practical Financial Planning

Practical Financial Planning was founded in 2000 and is one of Ohio’s premier financial planning firms. Adhering to the strictest fiduciary standards, Practical Financial Planning is a fee-only (no-commission) financial planning firm, which provides expert holistic financial planning without any product sales, and serves professionals in the public sector, independent professional women, and families with special needs. For more information, visit http://www.p-f-p.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kenneth Robinson
@ThePracticalFP
since: 11/2019
Follow >
Practical Financial Planning
Like >
Visit website