Videos

Phil Blancato Market Update

A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward.

Financial Planning Panel for The Arc of NoVA

“Financial planning can be daunting even in the easiest of circumstances. For special needs families, a unique set of financial challenges and risks are present when planning for the future. Financial advisor, speaker, and special needs mom, Cortney Heykoop, outlines general financial planning principles and goes into detail on the unique needs of families with special needs children and young adults. Creating a financial plan for your future, for your family’s future reduces stress and adds clarity to your life.” – The Arc of NoVA

Tax Concerns for Special Needs Families for The Arc of NoVA

Special needs families have a unique set of financial challenges and risks that can seriously complicate their taxes. In this webinar, we hear from financial advisor and special needs mom Cortney Heykoop of Clover Leaf Strategies.

Financial Planning in Unique Circumstances

Cortney discusses using a holistic approach for financial planning for families with a special needs child. First by working with the parents to achieve a good financial position for when they reach retirement and then incorporating a plan to support the unique needs of their child.

WForum

Cortney presents to fellow financial advisors on the importance of understanding the special needs market.

Life Insurance & Speeding:

Do you have a lead foot? Cortney is interviewed by Lawyer Jean Humbrecht on the effects of moving violations on the cost of life insurance.

The Alimond Show: Lessons From Local Leaders

Can wealth management be both a calling and a comfort? Our latest guest, the compassionate founder of Cloverleaf Wealth Strategies, doesn’t just believe so—they’re proof. A financial advisor with a golden heart, they’ve tailored their services to support families with special needs, inspired by their own child’s journey with autism. Read more at Cortney Heykoop – Alimond Photography | Leesburg, VA Headshot Studio

I AM CEO Interview

Check out my podcast interview on the I AM CEO podcast (@iamceopod) powered by @ceoblognation @blue16media #IAMCEO