Name
Different Facts, Different Plans: An Interactive Financial Planning Case Lab
Date & Time
Wednesday, April 29, 2026, 10:30 AM - 12:00 PM
Description
In this hands-on session, participants will be presented with several factual scenarios involving families with special needs. Working in small groups, attendees will select a scenario, collaborate to design a comprehensive financial plan, and then present their strategies to the larger group for discussion. This workshop-style session emphasizes practical problem-solving and peer learning, giving financial planners the opportunity to refine their skills in real-world situations.