Broker Check
22 Feb
Special Needs Planning Deep Dive

Description

This session is a more sophisticated dive into Special Needs Planning and is appropriate for even the most knowledgeable folks wanting to take their planning to the next level. Dera Johnsen-Tracy, Estate Planning Attorney and Partner at Horn & Johnsen, will join us to present how best to leave funds to a Special Needs individual, or how best to inherit money if you're on the receiving end. Carrie Waters Schmidt, MS, CFP®, CDFA®*, AWMA®, ADPA®, CSRIC™ will then present on strategies used to determine the appropriate amount to leave to your loved one so you can properly fund the estate plan.

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Date and Time

Wed, Feb 22, 2023

12:00p - 1:00p CST

Location

Microsoft Teams

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