# Special Needs Planning: What Every Financial Professional Must Know

Page: https://stenobird.com/podcast/life-matters-a-penn-mutual-podcast-6569323/special-needs-planning-what-every-financial-professional-must-know
Text version: https://stenobird.com/podcast/life-matters-a-penn-mutual-podcast-6569323/special-needs-planning-what-every-financial-professional-must-know.md
Podcast: [Life Matters – A Penn Mutual Podcast](https://stenobird.com/podcast/life-matters-a-penn-mutual-podcast-6569323)
Published: 2025-09-24T04:00:00+00:00
Episode link: https://life-matters.simplecast.com/episodes/special-needs-planning-what-every-financial-professional-must-know-2FspL5jD
Audio file: https://dts.podtrac.com/redirect.mp3/injector.simplecastaudio.com/79087568-5691-4ce4-9c8c-be5e5d502b9f/episodes/4661c366-7f54-4393-a5f0-9cf1b64e3312/audio/128/default.mp3?aid=rss_feed&awCollectionId=79087568-5691-4ce4-9c8c-be5e5d502b9f&awEpisodeId=4661c366-7f54-4393-a5f0-9cf1b64e3312&feed=gScCkyVX
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JSON: https://stenobird.com/v1/public/podcasts/life-matters-a-penn-mutual-podcast-6569323/episodes/special-needs-planning-what-every-financial-professional-must-know
Duration seconds: 2856

## Resource

Special needs planning requires empathy and expertise. Pat Bergmaier shares strategies, tools, and insights for financial professionals.

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## Transcript

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