Sinclair Financial Solutions

Supporting a soon-to be adult with lifelong needs requires a planning approach that goes beyond traditional financial planning. Families are not just preparing for a distant future—they are managing real challenges in real time, often without a roadmap.

At Whole Story Planning, we understand these challenges firsthand because our team lives the daily life as caregivers to our own children with special needs. This is why we created our practice, and why we believe creating a truly holistic financial plan is so important. To make the process more accessible, we host free webinars that walk families through key planning topics and life stage considerations.

Please share these resources with the families you serve, and feel free to join us yourself—these conversations are designed for anyone who wants to better understand and support long-term dependents .

How to Develop a Life Plan for Your Child with Disabilities

Monday, March 23, 2026 @ 1:00pm CST: https://us06web.zoom.us/webinar/register/WN_SQXfN85lTNiY9E_Qkbzgug

ABLE vs Special Needs Trusts: An In-Depth Discussion

Tuesday, March 24th 2026 @ 1:00pm CST: https://us06web.zoom.us/webinar/register/WN_K56He_eGR6O4bXcvaZdX2A

Welcome! You are invited to join a webinar: ABLE vs Special Needs Trusts: An In-Depth Discussion. After registering, you will receive a confirmation email about joining the webinar. As a fellow special needs parent, Kacy Seitz knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice Whole Story Planning, devoted to helping Special Needs families like hers. In this sho...

What Your Adult Children Wish You Knew But Are Afraid To Tell You (A webinar)

Join this webinar for a revealing look at adults caring for their aging parents, and how these unpaid family caregivers are trying to manage it all. Raising their children, maintaining relationships, pursuing their careers and taking care of an aging loved one.

Hosted by a CLTC colleague, Liz O'Donnell. Register below.

Welcome! You are invited to join a webinar: CLTC: What Your Adult Children Wish You Knew But Are Afraid To Tell You. After registering, you will receive a confirmation email about joining the webinar. Join this webinar for a revealing look at adults caring for their aging parents, and how these unpaid family caregivers are trying to manage it all. Raising their children, maintaining relationships, pursuing their careers and taking care of an aging loved one. Liz O’Donnell, Founder of Working Da...

For parents of Special Needs or Disabled children, here are some dates to attend webinars given by my colleague Kacey Seitz, a Special Needs parent and financial advisor.

How to Develop a Life Plan for a Long-Term Dependent:
https://us06web.zoom.us/webinar/register/3616831545416/WN_hZqk2-ARRDeRsZXALVXXzw

April 15th: 10am (PDT)/ 11am (MDT)/ 12pm (CDT)/ 1pm (EDT)

May 13th: 9am (PDT) / 10am (MDT) / 11am (CDT) / 12pm (EDT)

June 10th: 9am (PDT) / 10am (MDT) / 11am (CDT) / Noon (EDT)

July 8th: 10am (PDT) / 11am (MDT) / 12pm (CDT) / 1pm (EDT)


ABLE Accounts vs Special Needs Trusts: An In-Depth Discussion:
https://us06web.zoom.us/webinar/register/9016831545859/WN_STrUXuXQQayZ3QXifFtHQQ #/registration

April 16th: 11am (PDT)/ 12PM (MDT)/ 1pm (CDT)/ 2pm (EDT)

May 14th: 10am (PDT)/ 11am (MDT)/ Noon (CDT)/ 1pm (EDT)

June 11th: 11am (PDT)/ 12pm (MDT)/ 1pm (CDT)/ 2pm (EDT)

July 9th: 9am (PDT)/ 10am (MDT)/ 11am (CDT)/ 12pm (EDT)

Send a message to learn more