This presession program is designed to provide financial advisors and planners with a solid foundation in the principles and practices of special needs planning. The sessions will explore how investment management, financial strategy, and benefit preservation intersect in special needs trust (SNT) administration. The program is divided into several focused segments, allowing attendees to tailor their experience based on their existing knowledge and areas of specialization. Participants may choose to attend individual segments or the full series.   

Agenda