Broker Check
22 Feb
Special Needs Planning Deep Dive


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.

Date and Time

Wed, Feb 22, 2023

12:00p - 1:00p CST


Microsoft Teams


Event Registration