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TACTICAL TUESDAY


Special Planning for Special Families
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CPAs who register and attend will earn 1 CPE credit per webinar.

Honor National Family Caregivers Month and learn about striking the balance between supporting all family members and providing quality of life to the family member with special needs.

THIS MONTH

Special Planning for Special Families

In this webinar we will discuss:

  • How could receiving an inheritance impact a loved one with special needs?
  • What strategies are available to provide a lifetime of care?
  • How may families strike a balance to provide for all members?

Nearly 1 in 4 Americans (approximately 24%, or 63 million adults) are family caregivers.*


Register Now

Tuesday, October 27
1:00 pm ET / 12:00 pm CT

Program knowledge level: Intermediate

Register for this additional CPE opportunity today!

December 15 | Secure the Future of a Business: Buy-Sell Agreements

All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com
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Products issued by:

National Life Insurance Company®
Life Insurance Company of the Southwest®



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* Caregiving in the U.S. July 2025 - AARP Research Report

Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

The companies of National Life Group and their representatives do not offer tax or legal advice.
No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value
Not insured by any federal or state government agency

Guarantees are dependent upon the claims-paying ability of the issuing company.

Agent/Financial Professional Use Only – Not For Use With The Public

TC9201464(1026)1

Cat No 109634(1026)