PITTSBURGH Stephanie McElheny, Assistant Director of Financial Planning at Hefren-Tillotson wealth management, has earned the Chartered Special Needs Consultant (ChSNC) professional designation from The American College in Bryn Mawr, Pennsylvania.
The demand for financial advisors who understand the complexities of planning for the disabled has grown as more families include individuals with special needs and as laws that govern this field have become more complex. The ChSNC program is considered the most comprehensive credential available for financial advisors interested in effectively providing special needs individuals and their families with informed financial advice designed to help preserve assets without jeopardizing access to essential support services.
In order to earn the ChSNC credential, financial professionals must have completed one of three advanced designations: the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC) or the Certified Financial Planner (CFP). Completing the ChSNC designation requires a minimum of 120 hours of study as part of three college-level courses that include six hours of rigorous proctored examinations.
Once the program is completed, a Chartered Special Needs Consultant can provide expert advice on a broad range of financial topics including special needs trusts; wills; powers-of-attorney; guardianships; Social Security and Medicaid, tax deductions and/or credits that apply to special needs individuals; and more.
McElhenys primary responsibilities include supervising a team of financial planners and completing the final review on all written financial plans utilizing the Hefren-Tillotson exclusive MASTERPLAN approach. She also works closely with individual clients to help them achieve their overall goals in the areas of investments, insurance, retirement, estate, and tax planning.
In addition to being a Chartered Special Needs Consultant, McElheny is a CERTIFIED FINANCIAL PLANNER professional, an Investment Advisor Representative, and a Licensed Agent for Life, Accident and Health Insurance. She currently serves as the President of the Pittsburgh chapter of the Financial Planning Association (FPA). A Pittsburgh native, she received a Bachelor of Science degree in finance from the Pennsylvania State University.
About The American College
The American College is the nations largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 86 years. The American College faculty represents some of the financial services industrys foremost thought leaders.
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, customized planning with MASTERPLAN for individuals and business. Its Wealth Management Services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford
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