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.
The program also is designed to nurture new client relationships with this segment of the population. It is targeted at financial planners, investment advisors, insurance providers, bank officers, CPAs, trust officers, real estate brokers and mortgage brokers who may not know much about the special needs community, but are interested in deepening their client relationships, managing their business risks and growing their firm.
Protected Tomorrows also serves as a partner and referral base for financial professionals in this area.
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