The Mission is More than the Money: Special Needs Financial Planning 2019 | Financial Planning Association (FPA) | 16 May 2019 | TBA, TBA
Venue
TBA
TBA, TBA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Thu May 16 UTC (over 5 years ago)
In your timezone (EST): Thu May 16 8:00am - Thu May 16 9:00am |
| Location |
TBA
TBA |
| Region | All |
Details
With the number of children receiving special education services in schools across the country increasing, the demand for financial planning professionals to have an understanding of Special Needs Financial Planning is growing. This webinar is an introduction to complex special needs planning strategies and will cover the the Special Needs Planning Timeline(TM),the Five Factors (TM) of planning, and the proper language to use when working with families of individuals with disabilities.
Learning Objectives:
• Understand relevant legal components including special needs trust and guardianship.
• Learn how to plan for a parent and a lifetime with a financially dependent child, beyond the money.
• Understand considerations for other family members.
• Gain an overview of government benefits available.
Speakers
2019 Speaker
Alex Nadworny
Certified Financial Planner® Professional; Co-author, SibTips