Join special needs planner Kristin Carleton for a webinar designed for financial advisors who are committed to enhancing their expertise in special needs planning across multiple generations. In this session, Kristin will explore the complexities and unique challenges associated with special needs planning, and demonstrate how to effectively use planning software to create comprehensive and sustainable plans. Kristin will cover best practices for communicating these strategies to clients in a clear and compassionate manner.
Agenda:
- Framing the Problem: Understanding the Unique Challenges
- Introduction to special needs planning and its importance for families.
- Key considerations when planning for individuals with special needs across multiple generations.
- Common pitfalls and challenges faced by financial advisors in this niche.
- Utilizing Software for Special Needs Planning: Step-by-Step Guide
- Overview of leading software tools available for special needs planning.
- Detailed demonstration of how to use these tools to create robust financial plans.
- Tips for integrating these software solutions into your existing workflow.
- Effective Client Communication: Bridging the Gap
- Strategies for presenting complex plans to clients in an understandable and empathetic way.
- Techniques for ensuring client engagement and comprehension.
- Role-playing scenarios and examples of successful client interactions.
Key Takeaways:
- A comprehensive understanding of the multi-generational aspects of special needs planning.
- Hands-on knowledge of how to utilize specialized software to enhance planning efficiency and accuracy.
- Practical communication skills to effectively convey complex strategies to clients, ensuring their peace of mind and trust in your expertise.
Who Should Attend: This webinar is ideal for financial advisors, estate planners, and other financial professionals who work with families that have members with special needs. Whether you are new to special needs planning or looking to deepen your knowledge
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members 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: www.nasbaregistry.org.