Bank employee receives Chartered Special Needs Consultant® designation
Clinton, IL – Fiduciary Officer, Vice President, at First National Bank and Trust Company, Matt Riley recently received the Chartered Special Needs Consultant (ChSNC®) designation, which further assists families with loved ones who have special needs through complex financial decisions and benefits. Lifetime planning, legal and financial issues, and holistic caring for those with special needs are the main aspects of this designation.
Other investment designations may have a hyper-focus on financial planning components, while the ChSNC® encompasses a more robust approach in assisting those with special needs. ChSNC® designees are better prepared to serve the cohort of Americans living with some form of disability or special need through a dynamic understanding of disability law, life insurance, special needs trusts, the ABLE Act, government benefits, estate planning and more.
“Knowing far too many families that have been provided the wrong advice around government benefits and setting up a proper holistic plan motivated me to seek this designation,” said Matt Riley. “Families now have a contact who can provide them proper advice and can feel prepared for everything life brings them. I love helping families work through every financial aspect of their lives and growing a relationship with each one. Having this niche will provide more meaning around my work, and I look forward to helping others in our community.”
Any community member with questions around the topic, including how to safely keep benefits, save money or plan for an estate to provide the best life possible for any family member is encouraged to contact Matt Riley at firstname.lastname@example.org or 217-935-7456.
About First National Bank and Trust Company: First National Bank & Trust Company is a community bank located in Clinton, Illinois. Dedicated to community prosperity, the bank was chartered in 1872 under the name DeWitt County National Bank. The name was changed First National Bank and Trust Company in 1974, and was acquired by TS Banking Group in 2017. With $200 million in assets, First National Bank is dedicated to community reinvestment and gives 10 percent of its net income back to the community. For more information visit firstnbtc.com.