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As a financial professional, you play a crucial role in planning and securing the future of individuals with special needs, especially when their primary caregivers are no longer able to provide support. "Empowering Futures" is a comprehensive educational program designed to equip you with the knowledge and tools to create robust, person-centered support systems. This program features three pros with deep experience in special needs planning. The session will focus on legal, financial, and practical aspects of long-term care planning for individuals with disabilities.

Key Modules and Learning Outcomes:

1. Understanding Microboards: Delve into the concept of Microboards - small, personalized networks created to support a person with special needs. Learn how to establish and manage these entities, and how they can provide tailored, long-lasting support.

2. Supported Decision-Making Frameworks: Explore alternatives to guardianship, emphasizing the individual's right to make their own decisions with the support of trusted advisors.

3. Navigating Conservatorship and Guardianship: Gain insights into when and how to implement conservatorship or guardianship. Understand the legal responsibilities and implications for the individual's autonomy and rights.

4. Power of Attorney Essentials: Learn the nuances of Power of Attorney as it relates to individuals with special needs, including the scope of decision-making authority and its limitations.

5. Strategies for Supported Living: Discover the various levels of supported living arrangements available, from independent living with occasional support to more comprehensive residential care options. Understand how to tailor these arrangements to the individual's unique needs.

6. Financial Planning for Long-Term Care: Integrate your knowledge of legal structures with financial planning strategies to ensure sustainable support for individuals with special needs.

7. Case Studies and Best Practices: Apply your learning to real-world scenarios, examining successful models of person-centered supports and discussing common challenges and solutions.


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

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:

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