Name
Building and Maintaining a Special Needs Financial Planning Practice
Date & Time
Thursday, April 18, 2024, 1:30 PM - 3:00 PM
Description

The session is a comprehensive program tailored for financial advisors looking to establish and sustain a successful practice specializing in special needs financial planning. This session covers various topics, including market analysis, client engagement strategies, regulatory compliance, investment and financial product selection, and ethical considerations unique to this field. Participants will gain essential insights into the business and client management aspects of building a sustainable practice that caters to the needs of individuals with disabilities and their families. With a focus on delivering quality, compassionate service, this session equips attendees with the knowledge and tools necessary to provide expert guidance and support in the complex arena of special needs financial planning, fostering long-term success in their practice.