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Webinar: Planning for the Future – An Introduction to Special Needs Financial Planning

April 27, 2023 @ 6:00 pm - 7:00 pm

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.

More info – English, 中文, español

Register Here

Details

Date:
April 27, 2023
Time:
6:00 pm - 7:00 pm
Event Category:
Event Tags:
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Venue

On Zoom

Organizer

Support for Families of Children with Disabilities
Phone
(415) 282-7494
Email
info@supportforfamilies.org