
Special Needs Planning | On-Demand Webcasts
Understanding and Approaching Families Living with Individuals with Disabilities
In this on-demand webcast, Dr. Mary A Houser, Educational Consultant with The American College of Financial Services, explores various fundamental elements of addressing families caring for individuals with disabilities, including disability etiquette and people-first language, categories of disabilities under the Individuals with Disabilities Education Act (IDEA), transition issues for young adults with disabilities, and best practices for working with family members to secure their financial future.
February 12, 2021
February 12, 2021

Retirement Planning | On-Demand Webcasts
Retirement Income Literacy for Women: Perspectives and Opportunities
February 10, 2021

Retirement Planning | On-Demand Webcasts
A Deep Dive Into Retirement Drawdown Strategies
January 22, 2021

Special Needs Planning | On-Demand Webcasts
Tax Traps and Financial Nuances for Families Caring for Individuals With Special Needs
January 15, 2021

Special Needs Planning | On-Demand Webcasts
How to Build a Special Needs Financial Planning Practice
December 12, 2020

Practice Management | On-Demand Webcasts
Women in Financial Services - Opportunities to Support Growth and Leadership
December 04, 2020

Retirement Planning | On-Demand Webcasts
A Post-Election View of Retirement Planning
November 13, 2020

Philanthropic Planning | On-Demand Webcasts
Knowledge & Network The Melton Case Study
November 13, 2020

Special Needs Planning | On-Demand Webcasts
Increasing Tax Awareness and Examining "Dependents" and the "Kiddie Tax"
November 12, 2020

Special Needs Planning | On-Demand Webcasts
The ABLE Act: An Additional Tool for Individuals With Special Needs
September 17, 2020

Special Needs Planning | On-Demand Webcasts
Housing Concerns for Adults with Special Needs
August 20, 2020

Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020

Philanthropic Planning | On-Demand Webcasts
Virtual Knowledge & Network: The Riley Case Webcast
July 22, 2020

Philanthropic Planning | On-Demand Webcasts
Donor-Advised Funds: From Passion to Lasting Impact
July 08, 2020

Tax Planning | On-Demand Webcasts
Standing Tall for Small Businesses: Planning in the Era of COVID-19
July 01, 2020

Special Needs Planning | On-Demand Webcasts
Income Tax Planning for Families Caring for Children with Special Needs
June 25, 2020