Alejandro Jerez Discusses Special Needs Planning
March 31, 2023

March is National Developmental Disability Awareness Month. Financial Planner, Alejandro Jerez, was interviewed by 47 ABC – WDMT to discuss planning for loved ones that have special needs. Having a brother with special needs, Alejandro helped his own family with planning and discusses how financial and estate planning can be tricky in regards to special needs individuals.