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Presented in English with Cantonese and Spanish interpretation available.
This workshop is designed to provide families and professionals with confidence and clarity around financial planning for the future of a child or loved one with special needs. The presenter will focus on helping participants understand why they need to plan ahead and will focus on ABLE accounts, special needs trusts and some basic financial investment strategies.
Our presenter, Nick Wallace ChSNC, RICP is a financial advisor who serves as co-guardian and future trustee for his brother Aaron who has physical and intellectual disabilities.
Call the Warmline
(415) 920–5040
Stop by and see us
832 Folsom St # 1001,
San Francisco, CA 94107
Office: (415) 282–7494
[email protected]
Appointments recommended