A Special Needs Primer: Disability and Future Planning- CFP Credit Webinar

CFP Credit Opportunity

Courtesy of:

A Special Needs Primer:

Disability & Future Planning

Special Needs planning can be some of the most meaningful work that financial professionals can take part in.

Join Underwriters Brokerage Service, and special guest Jillian Zacks, Esq. of McAndrews, Mehalick, Connolly, Hulse, and Ryan P.C., as we cover the basics of Special Needs planning that all financial professionals should be aware of, including:

Defining "Disability"

Public Benefits

Special Needs Trusts

Insurance Solutions

ABLE Accounts

These and other pertinent topics will be covered in this one-hour approved CFP credit webinar.

Two dates to choose from:

Tuesday September 26, 2023 at 11:00 am EST

Thursday September 28, 2023 at 11:00 am EST

Registration required. Please use the link above to provide information for CFP credit and receive details to join the presentation on the desired date.

***NOTE: Per the CFP Board, to ensure proper crediting, you must provide your CFP ID # as well as your FULL name (middle name included).

Not a CFP? You are welcome to join and learn about this topic.

*CFP credit will be given only upon confirmation of attendance for full presentation.

Speakers

Sean Link, JD,

Estate Planning Specialist at Underwriters Brokerage Service.

Sean Link, JD, is the Estate Planning Specialist at Underwriters Brokerage Service. Sean works closely with independent financial advisors, and insurance agents to provide objective estate planning consulting and reviews of clients’ estate plans. He is available as a resource for estate planning situations and has given presentations on various estate planning topics. After beginning his career as a trial attorney, Sean served as a Fiduciary Advisor for PNC Wealth Management (now PNC Private Bank), where he specialized in trust administration and estate planning for mass-affluent and high-net-worth clients. Sean is a member of the Estate Planning Council of Pittsburgh and serves on the Board of Directors for the Pittsburgh Chapter of the Society of Financial Service Professionals. A graduate of Allegheny College and the University of Pittsburgh School of Law, Sean resides in Pittsburgh, PA.

Sean may be reached at [email protected] or 412-201-7950.

Jillian Zacks, Esq.

McAndrews, Mehalick, Connolly, Hulse, and Ryan P.C.

Jillian Zacks is an attorney with McAndrews, Mehalick, Connolly, Hulse and Ryan, P.C., where she concentrates her practice in the areas of Estate Planning, Special Needs Trusts, Guardianship, Estate Administration, and Orphans' Court matters.

Ms. Zacks represents individuals of varying net worth in the preparation of personalized estate plans. Ms. Zacks has a concentration in special needs planning and provides comprehensive services which may involve preparation of self-funded or third-party funded special needs trusts, powers of attorney, or representing individuals seeking to become a guardian of an adult disabled individual. Ms. Zacks administers estates from death through estate closing, ranging from high net worth clients to insolvent estates. In addition to her estate planning and administration practice, Ms. Zack represents both individuals and corporate fiduciaries and beneficiaries in Orphans' Court matters.

Jillian may be reached at [email protected] or 610-648-9300