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Events

Upcoming Events

February 7, 2023

6:00p - 7:00p

Microsoft Teams Webinar

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Special Needs Planning Essentials

An overview of the importance of special needs planning including the four focus areas how to maximize available benefits, understanding the necessary legal structures, and building your team. CRN #5081514-110322

February 8, 2023

12:00p - 1:00p

Microsoft Teams

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Special Needs Planning Essentials

An overview of the importance of special needs planning including the four focus areas how to maximize available benefits, understanding the necessary legal structures, and building your team. CRN#5081514-110322

February 21, 2023

6:00p - 7:00p

Microsoft Teams Webinar

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Special Needs Planning Deep Dive

How to best leave/inherit money and tips on determining the amount to leave to your loved one. CRN#5338159-120722

February 22, 2023

12:00p - 1:00p

Microsoft Teams

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Special Needs Planning Deep Dive

How to best leave/inherit money and tips on determining the amount to leave to your loved one. CRN#5338159-120722

March 9, 2023

12:00p - 1:00p

Microsoft Teams

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529ABLE

What is it? Why do you want one? How do you get one? CRN#3470304-022621

March 23, 2023

12:00p - 1:00p

Microsoft Teams Webinar

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Growing Assets on Top of Market Growth to Provide for a Special Needs Heir

Discover how an annuity with a special death benefit rider can potentially pay more than the contract value upon your death so there is more available to fund a Special Needs Trust. CRN-5423909-012023

April 13, 2023

12:00p - 1:00p

Microsoft Teams

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Creating the Estate with Life Insurance

We will take a look at the role life insurance can play in creating an estate for your child; comparing permanent vs term as well as other options. CRN-5410752-011223

April 20, 2023

12:00p - 1:00p

Microsoft Teams Webinar

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Protecting the Caregiver's Estate

How to protect the caregiver's estate in case of a healthcare event so there's something left for their loved one when they're gone CRN-5410644-011223

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