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Hosted by FPA of Greater New Orleans

2017 August 24 - Special Needs Planning with John Sirois



It is estimated that more than 43 million Americans have one or more physical or mental disabilities. Families of persons with a disability have unique planning concerns that include healthcare, meeting developmental needs, qualifying for governmental benefits, providing for current needs and for future needs. Louisiana’s forced heirship laws present specific planning issue for persons otherwise eligible for SSI and Medicaid. Estate and financial planning for persons with a disability is critical to properly address these planning issues.

Continuing Education Information
This session has been accepted for two (2) hours of continuing education by Louisiana Department of Insurance, CFP Board, The American College (PACE), 2 units for Registered Financial Consultants.

Location
Thursday, August 24, 2017
Commander's Palace
1403 Washington Ave
New Orleans, LA 70130

Agenda
11:30 am - Registration and Networking
11:50 am - Luncheon and Chapter Meeting
12:05 pm - Program Begins
  2:00 pm - Program Concludes

Cost is $25 for FPA Members; $50 for non-members.

Thursday, August 24, 2017
11:30 AM - 2:00 PM

Location

Commander's Palace
1403 Washington Ave
New Orleans   LA   70130
(504)899-8221
 
Website for Location
Map for Location



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FPA member registration fee - $25

Non-FPA member registration fee - $50

Speaker Profiles

 


John E. Sirois, JD, MBA, CFP®, CIMC®, CIA®
Raymond James Financial Services, Inc.

John E. Sirois, JD, MBA, CFP®, CIMA®, CIMC, is a CERTIFIED FINANCIAL PLANNERTM professional and certified investment management consultant with Raymond James Financial Services, Inc., Member FINRA/SIPC.  John’s practice specializes in retirement planning, estate planning and investment management for individuals and families. John is an independent financial planner providing unbiased, independent advice with his clients' best interest in mind.

John is an avid speaker and has spoken to various groups and teaches courses at Nicholls State University covering investments, retirement planning, Teachers Retirement System of Louisiana (TRSL), Louisiana State Employees' Retirement System (LASERS) and Deferred Retirement Option Plan (DROP) planning, IRA distributions, long term care/Medicaid planning, and estate planning.  In addition, he has appeared as a guest speaker at Money Watch Live and has taught continuing education courses for attorneys, financial planners, CPAs and insurance agents.   John literally wrote a book on retirement planning in Louisiana. He is the author of The Louisiana Retirement and Estate Planning Book which covers various Louisiana specific planning issues, pitfalls to avoid, and clears many misconceptions Louisiana retirees and pre-retirees often have regarding retirement and estate planning. 

John was born and raised in South Louisiana were he resides today with his wife Katherine, daughter Sophia and stepdaughter Lauren. In his free time, John enjoys hunting, fishing, cooking, reading and writing about retirement, investment and estate planning.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®LA InsPACERFC
Aug 24, 2017 Registration & Networking Arrive early enough to pick-up your registration package and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering. 11:30 A
Luncheon & Chapter Meeting Enjoy the cuisine of Commander's Palace and learn of FPA of Greater New Orleans chapter activies and how you can become involved. 11:50 A
Special Needs Planning John E. Sirois, JD, MBA, CFP®, CIMC®, CIA® It is estimated that more than 43 million Americans have one or more physical or mental disabilities. This course dives into the unique planning concerns, both legal and financial, that provide for and protect a beneficiary with special needs while preserving entitlement to needs-based public assistance programs. This course also explores different options for special needs planning includes healthcare and meeting developmental needs; qualifying for governmental benefits; providing for current needs and for future needs. Also, we will discuss Louisiana’s forced heirship laws which present specific planning issue for persons otherwise eligible for SSI and Medicaid. Learning Objective(s) By the end of the presentation, attendees should have an understanding of: Scope of issues that need to be addressed during special needs planning; Government benefits available and recent program changes; Louisiana's forced heirship laws. 12:05 P 2.00 2.00 2.00 2.00



Registration Fee
Member
$25.00
 
Non-Member
$50.00

Event ID  115