Stay Informed Helpful Resources
& Newsletters
We’ve compiled an extensive list of helpful worksheets, calculators, and guides to benefit your financial journey.
Stay Informed Helpful Resources
Worksheets, Calculators & Guides EVERYTHING YOU NEED FOR YOUR FINANCIAL PLANNING JOURNEY
Do you have a group or organization that could benefit from learning of the available financial resources and estate planning strategies for those with Special Needs? Karen has presented in-person and virtually to many groups. Connect with us in person to learn more.
Karen is honored to be recognized as a Planning Professional in the Special Needs community through Partners for Planning – Check out their incredible resources at planningnetwork.ca
Newsletters STAY IN THE LOOP WITH THE LATEST FINANCIAL ADVICE & MORE
2022
2023
2024
Events FIND OUT WHAT’S HAPPENING AT SPECTRUM FINANCIAL Special Needs Planning!
Link Disclosure
The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.
These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. We do not guarantee that these calculators are reliable, accurate or complete or that it will be compatible with your computer.