Essential Elements of a Special Needs Financial Plan

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Essential Elements of a Special Needs Financial Plan

Wednesday, June 10, 2020


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


Wednesday, June 10, 2020
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Event Location

ARIA Resort Las Vegas
Las Vegas, NV United States + Google Map
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