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Broker Check
20 Sept
Financial Wellness Part 2: Estate, Trust, & Retirement Planning for Families with Disabilities: A Panel Discussion

Description

Guest Presenters:
Joanna Craney, ChFC®,ChSNC®, with Empowered
Financial Strategies
Randy Steen, Esq. of The Law Office of Randy Hope
Steen, LTD.
Adam Earl with National Care Advisors

This FREE webinar will cover:

Financial Planning for you & your loved one
Guardianship & Power of Attorney (POA)
Three Person Retirement
Special Needs Trust funding strategies
Quality of Life Plan for your loved one

Date and Time

Wed, Sep 20, 2023

6:30p - 7:30p PST

Location

Virtual

PT1H

Event Registration