Recap: Special Needs Financial Planning Workshop with Bradley Davis, CFP®, ChSNC®

Written By Brittiany Stone

On September 16, 2026, we were honored to host Bradley Davis, a Certified Financial Planner® (CFP®) and Chartered Special Needs Consultant® (ChSNC®), for a presentation designed specifically for parents and caregivers of children with special needs.

As an autism parent himself, Brad brought a firsthand understanding of the questions and challenges families face when planning for their child's future. He leads the Special Needs Planning division at Investment Strategists at Better Banks, and is a frequent speaker on special needs planning topics for schools, groups, and organizations throughout the community.

What We Covered

Brad walked attendees through key resources and information to help families make informed financial decisions, including:

  • Special Needs Trusts

  • ABLE Accounts

  • PUNS (Prioritization of Urgency of Need for Services)

  • Future government benefits, including SSI/Medicaid and SSDI/Medicare

  • An open Q&A session, where families were able to ask questions specific to their own situations

Thank you to everyone who joined us — it was a wonderful turnout, and we loved seeing so many families walk away with clearer answers and helpful next steps for planning their child's future.

Missed the Event?

If you weren't able to attend but would like more information on any of these topics, Brad and his team are happy to help.

📞 (309) 685.9595
✉️ bradley.davis@lpl.com

About the Speaker

Bradley S. Davis, CFP®, ChSNC® is a Senior Wealth Advisor with Investment Strategists at Better Banks, where he leads the firm's Special Needs Planning division. Brad holds the CERTIFIED FINANCIAL PLANNER® and Chartered Special Needs Consultant® designations, and focuses his practice on helping individuals with special needs and their families plan with confidence.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Let’s Nurture You

Ready to get started with the team at A Path Forward? Head to our Get Started page to learn more about the onboarding process and to fill out our intake form.

Brittiany Stone