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Hefren-Tillotson Financial Professional Earns Chartered Special Needs Consultant Designation

McElheny_2014PITTSBURGH 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.

About Hefren-Tillotson
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

DISCLAIMER: Past performance does not predict future results. This report is based on data obtained from sources we believe to be reliable. Hefren-Tillotson does not, nor any other party, guarantee the accuracy or completeness of this report or make any warranties regarding results obtained from its usage. All opinions and estimates included in this report constitute the firms judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation to buy or sell the securities herein mentioned.
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Hefren-Tillotson

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. 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, North Hills, and South Hills.