Watch Gov. Programs & Benefits Session
Watch Special Needs Trusts Session
Watch ABLE Accounts & Guardianship Session
Watch Life Care Planning Workshop Session
Questions about this Ed Series? Contact [email protected] or [email protected]
About the Panel Hosts:
Gordon Holmes
Matthew Goodin
Gordon Homes is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning.
Matthew Goodin is a special needs planning attorney whose practice focuses on estate planning for families who have a dependent with special needs. Matt assists families with planning for the future and protecting their loved one with special needs.
Prior to joining WestPoint Financial Group, Gordon spent 35 years with MetLife as a Financial Planner, emphasizing his work as a Special Care Planner.
He says, “My passion to serve is born out of my personal journey as a parent of a child with special needs. As a Special Care Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.
A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning issues, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He is also active in local communities as a member of over 20 support networks in Indiana and Kentucky.
He is also member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), Lifetime member of Million Dollar Round Table (MDRT), and Financial Planning Association (FPA), where he served as President.
He has presented at several parental workshops and conferences on topics important to the special needs community. Matt’s practice includes preparation of estate documents, including Wills, Trusts, Powers of Attorney, and Special Needs Trusts, assisting families with filing for Guardianship, and advising families on government benefits, including Social Security and Medicaid.
Matt’s personal background gives him an understanding of the unique challenges faced by families who have a dependent with special
needs. He has a sister, Rose, who has Down syndrome and an aunt, Donna, who has an intellectual disability. He also coaches Special Olympics and is actively involved in several organizations serving the
special needs community. For more information, Matt can be reached at (502) 398-5721, [email protected], or www.goodinspecialneedsplanning.com.
Both Gordon Homes & Matthew Goodin were also guests on our Kindness Warrior Podcast during Season 1.
Check out their wealth of knowledge below:
Special Needs Trusts Episode
Guardianship Episode
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