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Clients With Disabled Loved Ones

March 31 @ 9:00 am - 12:00 pm

Tuesday, March 31, 2025, 9:00 – 12:00 p.m. MT | US/Mountain

Clients With Disabled Loved Ones is CE approved for THREE credits, CO L, A&H / Iowa General CE Classroom credits. The course covers requirements for disabled special needs loved ones and setting up planning, so they retain their federal benefits. Trust planning is covered. This is a market underserved and you’ll take away the requirements and ideas needed to work in this market.

Colorado Course #58548
Mountain: 9:00 – 12:00; Tuition: $39.00

Iowa Course #101993
Central: 10:00 – 1:00; Tuition: $42.00 (includes filing fees)

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Details

Date:
March 31
Time:
9:00 am - 12:00 pm