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|
Course Schedule
Day 1
|
Time
|
Topic #
|
Title
|
Length
|
Instructor
|
|
7:30 am
|
|
Registration
|
30 min.
|
N/A
|
|
8:00 am
|
|
Welcome/Introductions
|
45 min
|
TBA
|
|
8:45 am
|
1
|
Introduction to Life Planning & the Special Needs Market
|
60 min
|
TBA
|
|
9:45 am
|
2
|
Disability Issues and the Family
|
60 min
|
TBA
|
|
10:45 am
|
|
Break
|
15
|
|
|
11:00 am
|
|
Shulman Movie
|
75 min
|
M. Shulman
|
|
12:15 pm
|
|
Lunch
|
60 min
|
|
|
1:15 pm
|
5
|
Letter of Intent
|
75 min
|
TBA
|
|
2:30 pm
|
4
|
Guardianship, Conservatorship & Advocacy
|
120 min
|
TBA
|
|
4:30 pm
|
|
Break
|
15 min
|
|
|
4:45 pm
|
|
Review of Days Topics/Q&A
|
75 min
|
TBA
|
Day 2
|
8:00 am
|
|
Review Day 1 Topics
|
30 min
|
N/A
|
|
8:30 am
|
6
|
Government Benefits
|
120 min
|
TBA
|
|
10:30 am
|
|
Break
|
15 min
|
|
|
10:45 am
|
8
|
The Financial Plan
|
125 min
|
TBA
|
|
12:30 pm
|
|
Lunch
|
60 min
|
|
|
1:30 pm
|
3
|
The Life Plan
|
90 min
|
TBA
|
|
3:00 pm
|
|
Break
|
15 min
|
|
|
3:15 pm
|
7
|
The Legal Plan
|
120 min
|
TBA
|
|
5:15 pm
|
|
Dinner
|
120 min
|
|
|
7:15 pm
|
|
Seminar Presentation
|
120 min
|
Shulman
|
Day 3
|
8:00 am
|
|
Review Day 1 & 2 Topics
|
30 min
|
N/A
|
|
8:30 am
|
9
|
Implementing the Plan
|
60 min
|
TBA
|
|
9:30 am
|
|
Break
|
30 min
|
|
|
10:00 am
|
|
Structured Settlements
|
120 min
|
|
|
12:00 pm
|
|
Lunch
|
60 min
|
|
|
1:15 pm
|
|
Marketing
|
60 min
|
TBA
|
|
2:15 pm
|
|
Break
|
15 min
|
|
|
2:30 pm
|
|
Case Study Presentation
|
45 min
|
TBA
|
|
3:00 pm
|
|
Wrap Up/Review/Certificate Presentation
|
120 min
|
Shulman
|
|
