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Special Needs Planning: Age 3

Toddlers with special needs are now eligible for different services to prepare them for the classroom.


At age 3, Special Needs Children become eligible to have an Individualized Education Plan (IEP) and can begin receiving services from the local, public school district. During this time of transition, a caretaker should become well versed in the process to effectively advocate on behalf of the child.

You may find Leah’s background and experience in this area as a great resource during this transition. Your child may receive services through the public school until the age of 22. During the transition, Leah can help you better understand potential issues to consider. When possible, she makes herself available to attend meetings with you at your local, public school. We can also discuss other avenues a caretaker can pursue to obtain the services your child may need. Your financial plan can be continually updated to reflect changes in the services the child will need to thrive.


Click on the link below to learn more about the previous critical life event.

← Birth

Click on the link below to learn more about the next critical life event.

Age 14 →



Questions about Special Needs Planning? Contact us.

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Leah acts as a non-registered associated person of LPL Financial. She is authorized to assist Advisors affiliated with LPL Financial with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial or otherwise bind the firm.

LPL Financial is not affiliated with any Individualized Education Plans.  12/21