june, 2020

25jun10:14 pm10:14 pmFinancial Planning and Protecting your Benefits for Families with Special Needs

Event Details

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

Presenters: 

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

Location: Zoom

Financial Planning for Spec Needs_August 2020

Time

(Thursday) 10:14 pm - 10:14 pm

Location

Zoom Online

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