WEBCAST: Planning a Retirement for Three

Wednesday, April 14, 2021

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.

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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