Protected Tomorrows Inc. has introduced a new program to help financial professionals such as CPAs deal with families who have a loved one with special needs such as autism, bipolar disorder or Alzheimer’s disease.
Protected Tomorrows’ online Financial Professional Membership Program provides information, tools and quarterly Webinars with CFP continuing education credit. The program aims to help financial professionals manage the risks of dealing with families who have a member suffering from a developmental, cognitive or mental disability, and to build better relationships with existing clients who have special needs.
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