Broker Check
13 May
The Basics of Special Needs Financial Planning Live Webinar


Presented by our Chartered Special Needs ConsultantR and CERTIFIED FINANCIAL PLANNERTM Alexander Petsis, we learn that planning for the personal needs and financial security of a loved one with a disability may seem overwhelming but it doesn't have to be that difficult.

It’s important to take the time to understand the basics, get the professional help you need, and proceed in an organized fashion.

This presentation will present the basics of special needs planning, and suggest some strategies that may be appropriate for you.

Date and Time

Wed, May 13, 2020

12:00p - 1:00p EST


via Live Webinar


Please see registration confirmation for directions to access this live webinar.


Event Registration