Needs Based Financial Planning: How Long Does the Money Last? Webinar

Registration Deadline: Friday, November 11, 2022

What is a depletion analysis and why should I have one for every client? A depletion analysis is a financial plan that shows how long the money will last while taking into account the income and expenses of your client.

Participants will:

• learn the basics of creating a depletion analysis and how to use financial planning to determine an appropriate asset allocation/risk profile for their beneficiary
• walk through real life case studies and show how the depletion analysis helped the beneficiary/ward and protected the Trustee/Conservator/Guardian/Fiduciary from liability.

Presented by:  Donovan Filpi and Heath Whetsel with the Special Needs Team at Merrill Lynch

This event is eligible for 1 continuing education credit for registrants who participate in the live webinar.  This event will not be recorded.