EP 4 | Eric Jorgensen, Founder of True North Disability Planning Artwork

Fed Chat

We are dedicated to educating federal employees on how to maximize value from their complex and often underutilized benefits. These podcasts go beyond talking about your benefits and give you practical solutions on how you can apply them to your everyday life.We aim to simplify overwhelming topics with knowledgeable guests to give you the best chance of success.

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EP 4 | Eric Jorgensen, Founder of True North Disability Planning

July 27, 2022 • Financial Planning 4 Feds • Season 1 • Episode 4

Welcome to Fed Chat!!

Our guest today is Eric Jorgensen, Founder of True North Disability Planning.

Special Needs is a disability that requires a unique set of skills and education to maneuver the complex programs.

Eric will share why he is so passionate about helping families and share some very emotional, personal stories.

He further expresses the need to level the playing field when it comes to disability planning for ALL families so they can understand and benefit from these services.

We discussed how working with a team of professionals can enhance relationships when approaching disability planning versus going at it with only one advisor.

Finally, Eric details the extraordinary benefits federal employees should be taking advantage of and how their families could be in a better position than most non-feds.

Eric Jorgensen Bio

Eric Jorgensen is the Founder of True North Disability Planning, the go to resource for families who have children with intellectual/developmental disabilities and the professionals who serve them. He is the host of the “ABCs of Disability Planning” podcast, which introduces its listeners to organizations and resources they may have never heard of or weren’t sure how to use. And he is the author of Waypoints – a monthly deep dive into disability planning topics.

Widowed in 2012, the same year he retired from the Navy, Eric knows first-hand how challenging it can be to navigate the maze of benefits, resources, and services available to those with an intellectual and/or developmental disability because his son has both.

In the beginning, Eric looked for someone who would tell him what he had to do, when he had to have it done by, and how to get it done; but it didn’t seem like this person or company existed. So he did what many of you are doing, did his best to make it work with what was available to him. Beating cancer in 2020 was the last straw, pushing him to incorporate his business and change the disability planning landscape.

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