Planning a Retirement for Three

In this session, guest presenter Pat Bergmaier, CFP®, ChSNC®, RICP®, Special Needs Planner at 1847 Financial, discusses how to integrate retirement and special needs planning into one cohesive strategy, including properly utilizing needs-based and entitlement-based government benefits, identifying funding strategies for special needs trusts, understanding the roles of estate and financial planners in special needs planning, and more. Learn how to prepare your clients and their loved ones for long-term financial security.