Clients With Disabled Loved Ones


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Wednesday, September 11, 2024, 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 and inheritances, so they retain their federal benefits. Trust planning is covered. This market is underserved, and you’ll take away many requirements and ideas for 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)

Location Contact: CE by Design, LLC
Location Phone: 719.265.8406 | 515.462.3013


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