Webinar: The Intersection of Retirement Income Planning & Special Needs Planning – Nov 2

Date: Wednesday, November 2, noon – 1 pm ET

Replay temporarily unavailable, please check back.

This webinar outlines the most important areas of conflict between the best practices of retirement income planning and special needs planning. In many cases, resources must support our clients in retirement, or must support their special needs dependent, and generally cannot accomplish both.


Anthony Bartlett, ChFC, CASL, AEP®

Anthony Bartlett, ChFC, CASL, AEP is a financial advisor for Baystate Financial Services in Worcester, MA. He has been advising clients on retirement distribution strategies since 1991. He currently serves as National President of the Society of Financial Services Professionals

Neil Blicher, MBA, CFP®

Neil Blicher, MBA, CFP® leads the personal financial planning practice for RSM’s Boston office. He has been in the financial services industry for over 20 years in a variety of positions. He currently serves as Boston Chapter President of the Society of Financial Services Professionals.

RMA® Reminder:

Attendance at the webinar (or its replay) counts towards required CE for RIIA’s RMA® designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:


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