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