The Plan for Special Needs Trusts

Rob Wrubel-Father and Financial Planner


Listen Later

Rob Wrubel has had an amazing journey to get to where he is. He talks about following his purpose and passion on his life’s journey. He is the father of a special needs daughter. Rob uses his knowledge to help special needs families by serving as their financial advisor and by speaking to families and professional groups throughout the country. “Special needs families face financial challenges not faced by other parents, such as protecting governmental benefits by good planning and balancing savings for retirement while having funds available to pay for disability-related expenses. People often come to my office in a state of fear and anxiety. They are overwhelmed with the decisions they need to make about their financial life and future planning. I understand their concerns because I am in their shoes. I look at this as a personal and professional mission”.

The post Rob Wrubel-Father and Financial Planner appeared first on PLAN of MA and RI.

...more
View all episodesView all episodes
Download on the App Store

The Plan for Special Needs TrustsBy PLAN MA-RI

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like The Plan for Special Needs Trusts

View all
White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,449 Listeners