Webinar Registration

Special Needs Planning:
Fundamentals and Avoiding Common Pitfalls
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, January, 17
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Kevin
Kevin Urbatsch, Esq.
Special Needs Attorney Urbatsch Law

What You'll Learn

Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term.

Attendees for this session will learn:

  • Understanding the need for special needs planning for persons with…
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What You'll Learn
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Webinar Description

Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term.

Attendees for this session will learn:

  • Understanding the need for special needs planning for persons with disabilities
  • Understanding the available tools used by planners, to include ABLE accounts
  • Knowing and avoiding the common pitfalls of special needs planning

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.