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12/28/2022 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Derek Graham - Rebroadcast

This course will be REBROADCAST on: Wednesday, December 28, 2022, 12:00 PM - 1:00 PM EST.

Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online recorded webinar course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on Wednesday, December 28, 2022, 12:00 PM – 1:00 PM EST.

Parents of a child with developmental disabilities have a variety of financial implications to consider. 

From waivers to government benefit programs, parents need to understand how their actions (or inaction) can impact a child's eligibility for various benefits.

It is important for advisors to be aware of planning strategies to help parents to maximize benefits, plan for their loved one's future, and protect their retirement.

In "Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning" by Derek Graham, you will:

  1. Learn about the various government benefits that are available to persons with developmental disabilities;
  2. Understand how a child with a developmental disability may be impacted when a parent elects to draw Social Security benefits;
  3. Learn the strategies used to protect eligibility for various types of government benefits they may rely upon.   

Your presenter is Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC.

Derek Graham

Derek Graham is an estate planning attorney and partner at Resch, Root, Philipps & Graham, LLC in Dublin, Ohio. Derek’s practice focuses on developmental disability law, special needs planning, guardianship and probate. Derek’s practice in developmental disability law started in 2009 when his oldest daughter was born with Down syndrome.

Derek and his wife know first-hand how confusing and complicated it can be when trying to navigate all of the medical, legal, social and benefit-related issues that families face. Derek enjoys helping to simplify the process and teach families about the legal topics that really matter to individuals with developmental disabilities. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.9 / 5

The $29 fee is waived for all 90 Days – $99 and 365 Days – $199 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.

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12/28/2022 Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning - Derek Graham - Rebroadcast

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