Image For Activity Cover
Becoming More Intentionally Inclusive
Course Information
Content Level: Intermediate
NAPFA Subject Area: N – Diversity, Equity & Inclusion 
Course Description

This webinar is sponsored by the NAPFA Diversity, Equity and Inclusion (DEI) Initiative.

Join NAPFA for an enlightening webinar with Erik Carter, Ph.D., the Luther Sweet Endowed Chair in Disabilities at Baylor University and executive director of the Baylor Center for Developmental Disabilities. Explore how Dr. Carter's groundbreaking research on faith, disability, and inclusion informs strategies for fostering belonging and full participation for children and adults with intellectual and developmental disabilities (IDD) in schools, workplaces, communities, and congregations.

Parents, siblings, and other relatives are often the most enduring and important source of support for individuals with intellectual and developmental disabilities. Dr. Carter’s work in this area focuses on understanding the expectations, experiences, relationships, services, and supports that will enable these families to thrive, offering invaluable insights for financial planners to enhance their practices and serve their clients effectively.

Learning Objectives
  1. Learn to include special needs considerations in the financial planning process to deepen the relationships you have with your clients and their loved ones.
  2. Understand how to better assist the 20% of families in the United States that have a loved one with a disability to more fully participate in all areas of life.
  3. Learn some tools for special needs planning to grow and improve your firm/practice by being more approachable and inclusive.
Speaker
Erik Carter, Ph.D. 

Dr. Erik Carter is the Luther Sweet Endowed Chair in Disabilities at Baylor University and executive director of the Baylor Center on Developmental Disabilities. His research and writing focus on principle-driven and research-based strategies for promoting full participation, belonging, and valued roles for children and adults with intellectual and developmental disabilities (IDD).

Summary
Availability: No future session
Access expires on 10/11/2025
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Recommended
Powered By