Seven Planning Challenges for SMI
(Severe Mental Illness) Caregivers
(Severe Mental Illness) Caregivers
Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, October, 26 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Paul Peeler
Founder, The Preparedness Project Integrated Financial Group
What You'll Learn
Join financial advisor Paul Peeler as he discusses the invisible side of caring for a child or loved one with a severe mental illness. We cover often-overlooked aspects of planning for these families – financial, legal, and emotional - and what clients can do to take meaningful…