Special Needs Planning
by College for Financial Planning
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A variety of content focused on special needs planning of all kinds.
||Intergenerational Planning||Learn how you can help your clients balance their planning with their extended family.||2/12/2013||Free||View In iTunes|
||The Future of the Profession||A fascinating look at where financial planning is headed and how to maximize opportunities coming to advisors.||2/12/2013||Free||View In iTunes|
||Health Care Reform & How it Relates to Clients||A bird’s eye view of health care reform and what it means for you and your clients.||2/12/2013||Free||View In iTunes|
|4||Emotional Intelligence for Financial Planners, Randy Braidfoot and Dr. Andree Swanson||White paper addressing current events in the industry||2/6/2013||Free||View In iTunes|
|5||2013 Annual Limits Relating to Financial Planning||A reference sheet featuring the yearly Annual Limits Relating to Financial Planning.||2/6/2013||Free||View In iTunes|
|6||Financial Planning Ramifications of the American Taxpayer Relief Act of 2012||White paper addressing current events in the industry||2/6/2013||Free||View In iTunes|
||Financial Elder Abuse||Financial Elder Abuse as part of the Financial Planning Perspectives Series from the College for Financial Planning.||3/7/2012||Free||View In iTunes|
|8||A Practical Guide to Special Needs Financial Planning||White paper addressing current events in the industry||1/18/2012||Free||View In iTunes|
||Long-Term Care: The Next Financial Crisis||Long-Term Care: The Next Financial Crisis as part of the Financial Planning Perspectives Series from the College for Financial Planning.||12/8/2009||Free||View In iTunes|