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Event Date | Thu May 5 EDT (over 2 years ago) |
Location | Online |
Region | Americas |
“What happens if I become unable to work because of a disability?” It’s a question you may hear from clients who wonder how this scenario could affect their financial plan. Be prepared to provide the guidance they need to protect their family and dreams before, during, and after a disability occurs.
We’ll present three real-life stories to help you make disability planning a part of your regular financial planning process as well as discuss emergency funding best practices so you can give clients peace of mind knowing their occupation and income are protected.
2022 Speakers
PRESENTERS:
Katiya Xiong, DIA
Disability Consultant and Influencer Teacher, KatiyaXiong.com
Sasha Grabenstetter, AFC®
Financial Planning Education Consultant, eMoney Advisor