Special Needs Planning | On-Demand Webcasts
Planning a Retirement for Three
In this session, guest presenter Pat Bergmaier, CFP®, ChSNC®, RICP®, Special Needs Planner at 1847 Financial, discusses how to integrate retirement and special needs planning into one cohesive strategy, including properly utilizing needs-based and entitlement-based government benefits, identifying funding strategies for special needs trusts, understanding the roles of estate and financial planners in special needs planning, and more. Learn how to prepare your clients and their loved ones for long-term financial security.
April 21, 2021
April 21, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021
Representation | On-Demand Webcasts
The Multi-Generational Wealth Planning Challenges That Face Your Clients
March 07, 2024
Special Needs Planning | On-Demand Webcasts
Letters of Intent in Special Needs Planning
October 22, 2021
Retirement Planning | On-Demand Webcasts
The 2025 IRA Revolution: Turning Tax Challenges into Maximum Client Value
May 14, 2025
Ethics In Financial Services | On-Demand Webcasts
Webcast: New Research on Trust and Financial Services
March 20, 2022
Special Needs Planning | On-Demand Webcasts
Tackling the Complex Issues of Aging and Disability
June 26, 2024
Ethics In Financial Services | On-Demand Webcasts
Rethinking Strategic Support for the Workplace of the Future
September 26, 2025
Practice Management | On-Demand Webcasts
Next-Gen Advice: Why and How to Modernize Your Marketing for Modern Clients
May 07, 2021
Retirement Planning | On-Demand Webcasts
Help Your Clients Plan for a Better Retirement
April 29, 2024
Philanthropic Planning | On-Demand Webcasts
Donor-Advised Funds: From Passion to Lasting Impact
July 08, 2020
Special Needs Planning | On-Demand Webcasts
Understanding and Approaching Families Living with Individuals with Disabilities
February 12, 2021
Practice Management | On-Demand Webcasts
Empowering Financial Professionals Through Choice Management
August 04, 2021
Special Needs Planning | On-Demand Webcasts
Tax Traps and Financial Nuances for Families Caring for Individuals With Special Needs
January 15, 2021
Special Needs Planning | On-Demand Webcasts
Establishing Tax Basics of Special Needs Trusts
June 17, 2021
Representation | On-Demand Webcasts
January 17, 2024