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The Convergence: Special Needs Planning and Women

Wednesday, July 14, 2021

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.

Invest in your career with a professional designation.

Families caring for a loved one with special needs face unique financial challenges, and yet few financial advisors have the specialized skills to help. But when you take the three-course Chartered Special Needs Consultant® (ChSNC®) designation program, you can gain the expertise to guide these families through complex benefit and financial systems, helping them find the peace of mind they deserve.

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