25jun10:14 pm10:14 pmFinancial Planning and Protecting your Benefits for Families with Special Needs
Session topics include: Simplifying Financial Planning How to protect your benefits while planning for the future Understanding Special Needs Trusts and CA Able accounts
Session topics include:
- Simplifying Financial Planning
- How to protect your benefits while planning for the future
- Understanding Special Needs Trusts and CA Able accounts
- Basics of Estate Planning
Jaril Tudio Insurance Consultant for Spinnaker Investment Group. Her focus is on adding value to her clients’ lives by assisting them to create wealth while planning on the eventual transfer and distribution to their loved ones.
Kay Walker is an estate planning attorney with 25 years of practice. Her legal specialty is built on a foundation of compassion, personal experience and understands the importance of planning for you and your family’s future.
Class Information: Tuesday, August 11th, 2020 6:00 PM – 8:00 PM
Registration is Required: Register HERE.
*When you register for the class, you will be provided the Zoom meeting ID and password.
Cost: $20 per family
Payment is due at the time of registration
(Thursday) 10:14 pm - 10:14 pm