SSP Monthly Webinar Replays
June 30, 2020 — Webinar on Planning for Clients in Today’s Low–Interest Rate Environment
June 4, 2020 — Webinar on Virtual Mediations
January 21, 2020 — Cameron Lindahl
November 19, 2019 — Sean Pendray
October 31, 2019 — Joe Di Gangi
September 25, 2019 — Paul Isaac
August 22, 2019 — Rick Miller
Clarification on the trusts used in this case study:
“The $2MM fixed -indexed annuity was held in and owned by the Leland Supplemental Needs Trust and is a countable resource for Medicaid. The $500K Trust was held by a local bank and the funds were spent down to purchase the home, the furnishings and the handicapped equipped van.”