1847Financial Special Needs Planning Team

1847Financial Special Needs Planning Team Special Needs Financial Planning Depending on your individual situation, discussions presented may not be appropriate.

With our collective 40+ experience we have the knowledge to help you and your family ensure you are protected, no matter where life takes you. Our team operates with optimism, patience and discipline — key ingredients to long-term success, whether for a simple strategy to start you on your path to financial freedom or for a more involved portfolio for a seasoned investor. https://pennmutual.box.co

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Disclosure:
Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me,my services or the performance of your accounts. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at [email protected]. Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Investment Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org . 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com

Save the Date: Special Needs Financial Planning Webinar!April 23, 2026     6:00pmhttps://mailchi.mp/hilltopprep/save-the...
03/26/2026

Save the Date: Special Needs Financial Planning Webinar!
April 23, 2026 6:00pm

https://mailchi.mp/hilltopprep/save-the-date-free-webinar-1066?e=fae7451f74

We want to make this presentation about YOU! Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in. Families with children and other dependents with spe...

Excited to be one of the most listened-to episodes this year for Penn Mutual's Life Matters Podcast! Tune in to the 12mi...
12/22/2025

Excited to be one of the most listened-to episodes this year for Penn Mutual's Life Matters Podcast! Tune in to the 12min 40s mark when you can.

Enjoy and have wonderful holiday season!

In this special year-end episode of the Life Matters Podcast, Bill Bell and co-host Jenna Washatka look back at their favorite moments of 2025, the topmost l...

Good reminder for this holiday season and for any year-end gifting your loved ones are planning to do!
12/16/2025

Good reminder for this holiday season and for any year-end gifting your loved ones are planning to do!

This issue of The Voice® was written by SNA member Emily R. Taylor of Emily Taylor Law in Phoenix, Arizona. Serving all areas of Arizona, her firm specializes in special needs planning, estate planning, and guardianship and alternatives. The holidays are a time for generosity, and many families wan...

Too often clients "wait and see" how their kids are doing or simply don't apply when they can...do not wait! If you need...
10/21/2025

Too often clients "wait and see" how their kids are doing or simply don't apply when they can...do not wait! If you need help, tap into specialists who can assist with these applications. Reach out to us for resources!

For many families, the hardest part of applying for disability benefits isn’t the paperwork itself — it’s the uncertainty. What if we do it wrong? Which records matter most? How long will it take? What if the application is denied? These questions can make the process feel overwhelming before ...

Great article discussing a very common scenario in special needs planning. Please don’t hesitate to reach out to discuss...
10/01/2025

Great article discussing a very common scenario in special needs planning.
Please don’t hesitate to reach out to discuss further!

For blended families that include a child with special needs, financial and legal planning extends well beyond the usual parental concerns. But as with all family matters, proactive planning can help.

Full podcast now available!
09/24/2025

Full podcast now available!



Special needs planning is one of the most important and often overlooked areas in financial services, and Penn Mutual is equipping financial professionals wi...

Found another friend today out on the course!The Arc AllianceThe Law Office of Randy Hope Steen, Ltd.
09/22/2025

Found another friend today out on the course!

The Arc Alliance
The Law Office of Randy Hope Steen, Ltd.

Happy to support the Arc Alliance’s golf outing again this year!Look who we found too! Carmela Wineburg Zelli The Arc Al...
09/22/2025

Happy to support the Arc Alliance’s golf outing again this year!

Look who we found too! Carmela Wineburg Zelli

The Arc Alliance

Honored and excited to have our own Pat Bergmaier featured on this month’s episode of the Penn Mutual podcast!Please sha...
09/20/2025

Honored and excited to have our own Pat Bergmaier featured on this month’s episode of the Penn Mutual podcast!

Please share with any families you may know who would benefit from tuning in!

I am so excited about the next episode of Life Matters: A Penn Mutual Podcast. Two of the absolute best people in the industry, Pat Bergmaier, CFP® ChSNC® and Advanced Sales Superstar Jenna Washatka JD, CLU®, ChFC®, ChSNC® discuss the incredibly important topic of Special Needs Planning. If you...

We invite you to review our September Newsletter. If any questions come up, please feel free to contact us.
09/08/2025

We invite you to review our September Newsletter. If any questions come up, please feel free to contact us.

Hello!What if you could save tens of thousands more for retirement and let it grow tax-free?The Mega Backdoor Roth 401(k) is a little-known strategy that could make this possible. If your employer’s plan allows, you might be able to contribute well beyond the usual limits and convert that money in...

08/15/2025

Our own Pat Bergmaier, CFP®, ChSNC®, shares how the Mega Backdoor Roth 401(k) can help high earners save significantly more for retirement, tax-free, while also planning for a loved one’s lifelong care.

If you’ve wondered how to maximize your savings and protect benefits for someone with special needs, this article is a must-read.

Read the full piece here:

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