Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies
Guest Expert: Kristin Carelton,
In this webinar, special needs planner, Kristin Carleton, explored the complexities and unique challenges associated with special needs planning, and demonstrated how to effectively use planning software to create comprehensive and sustainable plans. Kristin also covered best practices for communicating these strategies to clients in a clear and compassionate manner.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Special Needs Planning for Multiple Generations: Leveraging Technology for Effective Strategies 11-20-2024
