Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
This webcast highlights special needs planning that is specific to the roles typically held by women. As financial planning professionals encounter clientele that have special needs children, it’s important to know the best practices that can be implemented in a “best case” scenario. Best case is where both parents are playing an integral role in the daily care of a disabled child, as well as the funding planning for the long-term care. This webcast presents the continuum of scenarios that touch the lives of women care-givers of special needs children and will provide advisors the essentials to special needs planning for women.
July 15, 2021
July 15, 2021
Special Needs Planning | On-Demand Webcasts
Establishing Tax Basics of Special Needs Trusts
June 17, 2021
Practice Management | On-Demand Webcasts
Taking Your Financial Services Firm to the Next Level
June 03, 2021