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The Eight Essential Elements of Special Needs Planning
Course Information
Content Level: Advanced
NAPFA Subject Area: A-Financial Planning Process
Course Description

More than 15 percent of all families have a loved one that has special needs yet few advisors know how to serve them competently. Learn about eight elements of planning that are essential when working with families with loved ones who have intellectual and developmental disabilities. The information has been developed over 30 years of serving the special needs population as a fiduciary financial advisor. Stories and examples for each element will be shared to increase the "stickiness" of the concepts.

Learning Objectives
  1. Learn how special needs trusts provide security and opportunity for individuals with special needs
  2. Understand how to maximize the benefits of ABLE accounts while minimizing the risks of government reimbursement
  3. Differentiate between types of supported decision making and be able to advise clients about available options

Michael Walther, MBA, CPA/PFS, CFP®, CFA®

Mike Walther founded Oak Wealth Advisors in 2008. His passion for helping people led him to open the firm so that families with loved ones with special needs could access fiduciary financial advice and build plans for their futures with advisors required to put their clients’ interests ahead of their own.

Mike has taught classes, lectured and built educational content related to special needs planning for multiple universities. He has contributed to several books and broadcasts with the intent of sharing his knowledge and experience in the special needs community.

Mike’s brother, who is on the Autism spectrum, motivates him every day.

Availability: Retired
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
No Credit Offered
Contains: 2 Courses
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