On the heels of a fascinating discussion of AI and Fintech (see NAIFA Live On-Demand), NAIFA is proud to feature Kacy Seitz, ChFC, CLTC, CHSNC as our August NAIFA Live speaker as she presents Financial Planning for the Special Needs Family. As a special needs parent, Kacy created Whole Story Planning, devoted to helping Special Needs families across the country. Kacy’s fascinating presentation will equip you to better understand the planning needs of any child or adult child with long-term dependency during each stage of life.
NAIFA thanks Kacy for her service as content author and subject matter expert, contributing to the newly revised Life Underwriter Training Council Fellow (LUTCF). The Special Needs Planning module is part of LUTCF Course 3: Wealth Management, Planning, and Estate Planning Retirement. For more information on the LUTCF designation visit NAIFA's Programs | LUTCF
In addition to bringing you outstanding monthly speakers, NAIFA Live is also a monthly chapter meeting for all of NAIFA. What better way to connect virtually with NAIFA Nation? You may even attend a watch party in your area! September's NAIFA Live will be streamed from Apex in Arizona. If you are planning a watch party, streaming will be at 1:45 pm eastern on Thursday, September 19th.
To further enhance the value of NAIFA Live, a new rating system has been developed:
Basic – Suitable for a general audience of insurance and financial advisors including new advisors. Examples include: (Super-Producers Share Their Secrets of Success, and The Go-Giver Way to Accelerating Your Business)
Intermediate – Suitable for a general audience of insurance and financial advisors but includes information of greater complexity than a presentation rated “Basic”. (Examples include, How to Build a Location Independent Practice, and Leveraging FinTech)
Advanced - Suitable for an audience of insurance and financial advisors that are interested in advanced planning concepts. (Examples include, CPA Partnering, Premium Financing, Exit Planning)
Past and upcoming NAIFA Lives will be coded with this rating system that you may view at NAIFA Live
