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 steps forward.
After the presentation, participants will:
- Have an understanding of the planning challenges facing their SMI caregiver clients.
- Will have a set of next steps for clients who find themselves facing one or more of these challenges.
- Will have the tools to uncover if a client is facing some of these challenges.
*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
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.