Live Webinar: How Financial Advisors Can Support Special Needs Families
In this webinar, hear from three financial professionals who work closely with special needs families. They’ll share important topics and best practices that financial advisors need to be aware of to ensure they're providing a positive experience. They’ll also discuss how to create financial plans to help protect your clients and their loved ones.
Panel:
Jerel Ruttenberg - Senior Financial Professional, Firstrust Financial Resources
Brian Smith - Director of Client Service a Firstrust Financial Resources
Michael Gainer - Partner at Integrated Financial Strategies, Inc.