Webinar Registration

Beyond the Documents:
Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries
Boost Your Client's Special Needs outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, April, 17 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Kristin Carelton
Kristin Carleton
Special Needs Planner All Needs Planning
Presenter Bio
Nick Thompson
Nick Thompson, Esq.
Guardianship and Conservator Expert Pender & Coward
Presenter Bio

What You'll Learn

Join us for an insightful presentation led by a seasoned financial planner Kristin Carleton and attorney Nick Thompson, both of whom specialize in special needs planning. Gain invaluable expertise on training executors, trustees, and guardians for seamless transitions and robust beneficiary…

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