Audio/Web Conference: Special Needs Planning |
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CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1 The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required. The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900. The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program is co-sponsored by NAEPC. Program OverviewIt is estimated that over 40 million Americans have disabilities, one in seven. The incidence of disabilities among children is increasing at a faster rate than only a few years ago. Whether this increase is due to better diagnosis or some other factors is the subject of much debate. What is not debatable, however, is that these families need our assistance. Health care expenses for people with disabilities are increasing at an alarming rate. In addition, government healthcare benefits are more difficult to access and insurance companies are getting tougher in their willingness to pay claims. In this climate, planning for individuals with disabilities takes on increased importance in our estate planning practice. In this webinar, Mr. Krooks will review the issues which you must consider when working with a family who has an individual with special needs. By incorporating practical solutions to these concerns into your estate planning practice, you will be able to improve the quality of life of the person with special needs. Attendees will learn:
Featured Speaker:
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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."
Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012
Bernard A. Krooks is a founding partner of the law firm Littman Krooks LLP and Chair of its Elder Law and Special Needs Department. Mr. Krooks is a nationally-recognized expert in all aspects of elder law and special needs planning. He is past President of the Special Needs Alliance, a national, invitation-only, not-for-profit organization dedicated to assisting families with special needs planning. He is also a member of the Trusts and Estates Law Section and Tax Section of the NYSBA. Mr. Krooks, a sought-after expert on elder law, special needs planning and estate planning matters, has been quoted in many publications including The Wall Street Journal, The New York Times, Newsweek, Forbes, Investment News, Financial Times and Money Magazine. He has testified before the United States House of Representatives and the New York City Council on long-term care issues. 