Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE
Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Trusts, Benefits and ABLE
Overall Rating: 4.9 / 5
Parents of a child with developmental disabilities have a variety of financial implications to consider.
From waivers to government benefit programs, parents need to understand how their actions (or inaction) can impact a child’s eligibility for various benefits.
It is important for advisors to be aware of planning strategies to help parents to maximize benefits, plan for their loved one’s future, and protect their retirement.
In "Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Trusts, Benefits and ABLE" by Derek Graham, you will:
- Learn about the various government benefits that are available to persons with developmental disabilities;
- Understand how a child with a developmental disability may be impacted when a parent elects to draw Social Security benefits;
- Learn the strategies used to protect eligibility for various types of government benefits they may rely upon.
This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
Your presenter is Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC.
Meet Derek Graham,
Special Needs and Retirement Planning Speaker
Retirement planning experience
Derek Graham is an attorney and partner at Resch, Root, Philipps & Graham, LLC in Dublin, Ohio. Derek’s practice focuses on developmental disability law, special needs planning, guardianship and probate. Derek’s practice in developmental disability law started in 2009 when his oldest daughter was born with Down syndrome.
Retirement planning thought leadership and knowledge
Derek knows first-hand how confusing and complicated it can be when trying to navigate all of the medical, legal, social and benefit-related issues that families face. Derek enjoys helping to simplify the process and teach families about the legal topics that really matter to individuals with developmental disabilities.
Invest in Your Retirement Expertise.
1 hr CFP®, CRC®, and other CE Credit Reporting
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