Jacksonville, FL, September 21, 2015 --(PR.com
)-- Kristine d’Esterhazy, CFP® and Financial Advisor with PARAGON Wealth Strategies in Jacksonville, FL, has earned the Chartered Special Needs ConsultantTM (ChSNCTM) professional designation from The American College, Bryn Mawr, PA.
The demand for financial advisors who understand the complexities of planning for the disabled has grown as more families include individuals with special needs and as laws that govern this field have become more complex. The ChSNCTM program is considered to be the most comprehensive credential available for highly experienced 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 such as special needs scholarships, special schools, or disability payments.
In order to earn the ChSNCTM credential, financial professionals must have already completed one of three advanced designations: Chartered Life Underwriter® (CLU®), Chartered Financial Consultant (ChFC®) or Certified Financial PlannerTM (CFP®). Completing the ChSNCTM designation requires a minimum of 120 hours of study as part of three college-level courses that include six hours of rigorous proctored examinations.
Once the program is completed, a Chartered Special Needs ConsultantTM can provide expert advice on a broad range of financial topics including special needs trusts, wills, powers-of-attorney, guardianships, Social Security and Medicaid, Special Needs scholarships such as the McKay scholarship, tax deductions and/or credits that apply to special needs individuals, and more.
To contact Kris, please visit her bio at ttp://www.wealthguards.com/kristine-desterhazy-cfp or visit the firm’s web page at http://www.wealthguards.com/ to understand the full array of services they provide. Important disclosures and the firms legal registrations can be viewed here: http://www.wealthguards.com/important-disclosure-info/ The ChSNC® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Investment Advisory Services provided by Paragon Wealth Strategies, LLC, a registered investment adviser.