- This event has passed.
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)