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Essential Elements of a Special Needs Financial Plan

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

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Essential Elements of a Special Needs Financial Plan

Wednesday, June 10, 2020

NOTE * THIS EVENT HAS BEEN POSTPONED

Mike Walther will be speaking at the AICPA (American Institute of Certified Public Accountants) Conference to over 5,000 attendees…

Advising families with members with special needs is one of the most satisfying yet most complicated services a financial provider can provide. To do so effectively, a financial planner needs to know how public benefits can be used to supplement an individual’s other resources. This session addresses how to counsel a family with a loved one with special needs and addresses the different challenges faced at different stages of that individual’s life.

The link for anyone interested in learning more about the conference is www.aicpaengage.com/speakers.

Details

Date:
Wednesday, June 10, 2020
Presentations Category:

Event Location

ARIA Resort Las Vegas
Las Vegas, NV United States + Google Map
Website:
https://www.aicpaengage.com/speakers
  • Upcoming Presentations (*NOTE – April-June Presentations have been postponed or cancelled.

    1. The 2020 National Down Syndrome Society Adult Summit

      Thursday, May 7, 2020 - Saturday, May 9, 2020
    2. Special Needs Planning Presentation | May 14, 2020

      Thursday, May 14, 2020 @ 5:00 pm - 6:30 pm
    3. Essential Elements of a Special Needs Financial Plan

      Wednesday, June 10, 2020