How to Build a Special Needs Financial Planning Practice
Learn about the foundational building blocks needed to create a financial advising practice that addresses families of those with special needs.
How to Build a Special Needs Financial Planning Practice
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December 12, 2020
In this on-demand webcast, Kelly Piacenti, MA, ChSNC®, Head of Special Care with MassMutual, and Jerry L. Hulick, Principal of The Washington Group Special Care Planning Team, present a look at the foundational building blocks of a financial advising practice that addresses families of those with special needs and what it takes for advisors to become champions and advocates for this underserved community.