Free

Special Needs Financial Planning

Event Information

Share this event

Date and Time

Location

Location

1663 Mission Street

Suite 700

San Francisco, CA 94103

View Map

Event description

Description

Regístrese por teléfono si necesita asistencia en español o chino. Llame al 415-920-5040.

如果您需要西班牙语或中文的帮助,请通过电话注册。请致电415-920-5040。

The 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


Share with friends

Date and Time

Location

1663 Mission Street

Suite 700

San Francisco, CA 94103

View Map

Save This Event

Event Saved