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Special Needs Financial Planning

September 19, 2019 @ 6:00 pm - 7:30 pm

This workshop will address key strategies for financial planning.
Workshop topics include public benefits and how to qualify for them, special needs trusts, trustees and trust protectors, conservatorships, Funding strategies for the special needs person, how much is enough for the special needs person including ABLE accounts.
Flyer (in English, Spanish and Chinese)

Details

Date:
September 19, 2019
Time:
6:00 pm - 7:30 pm

Venue

Parents Helping Parents
1400 Parkmoor Ave., #100
San Jose, CA 95126
+ Google Map
Phone:
855-727-5775
Website:
www.php.com