(RECORDING) Special Needs Planning: It Takes a Village

Date: Friday, May 31, 2024
Time: 12:00am - 12:00am
Location: Recording Available thru November
Speaker: Expert Panel

Add to My Outlook Calendar

Add to My Google Calendar

Registered for this event? Login now to view additional event details.

PURCHASE RECORDING
Premier Members - included in dues
Members - $10 
Guest - $30

Recording link is included in the 'RSVP' confirmation - be sure to CHECK YOUR SPAM FOLDER if the confirmation does not apprear in your inbox.
Note: CE is not available to those who view the recording. 

Special Needs Planning is a complex and multi disciplinary area of practice and often utilizes expertise amongst a variety of professionals including legal, medical care, governmental resources, tax, and financial planning.  Mistakes are very costly if the coordinated plan of care is not implemented properly.  The goal with the panel discussion is to assemble some of the top experts in their respective professionals for a round table discussion on how special needs planning works, different techniques and considerations, and go over potential problems and solutions for several case studies to illustrate the colloborative nature of taking care of families with special needs individuals.

Panelists:

Moderated by: Darryl H. Ng, CFP, ChSNC, CDFA, ChFC, CLTC 

QUESTIONS?
Contact Stacie@SCCEPC.org

See Upcoming Event Calendar