It’s Special Needs Planning Month! It’s time to organize your outreach efforts. How can you educate potential clients and referral sources about special needs planning while showcasing your firm’s services? Host a luncheon for potential clients, take a referral source for coffee, or write a blog. You really can’t go wrong with any of these possibilities.
You have tools at your disposal to help you guide families through the system. Visit the Video Library and get up to speed on this practice area. Get a bird’s eye view of the income programs and then go more in depth into different types of special needs trusts.
Want a deeper dive into special needs planning? The Special Needs Planning and Drafting Immersion Camp is taking place December 4-5 and provides a solid foundation from the basics to third party trusts. We’ve added in a new segment to teach you how to leverage referral sources to create a stream of leads and clients.