Join us in the great city of New Orleans to enhance your practice in the area of special needs planning. Participate in programs presented by nationally recognized leaders in special needs planning and related disciplines. Share insights on the latest developments and legal strategies, as well as how to apply what we’ve learned to best serve our clients with special needs.

  • Stay at the W Hotel, just a short walk to the French Quarter.

  • Meet Special Needs Planners from all over the country at our cocktail reception on March 27

  • Participate in a volunteer service to help Families Helping Families of South East Louisiana

Featured Speakers:

Topics Will
Include:

  • Prudent Investment – Income and Principal

  • Special Needs Trusts for High Net-Worth Families

  • Interaction between Section 8 and Special Needs Trusts

  • More Topics...