Saturday Seminar Financial Planning
Financial Planning
The presentation takes the family from the very first step of identifying all of the planning problems and helps them to address each one through a step-by-step process. All of the legal and financial aspects of the planning process are discussed as they apply to the overall life planning program. Attendees will get answers to questions such as …
Who Will Care For My Special Needs Loved One?
Where Will They Live?
What About SSI & Medi-Cal?
What Is A Special Needs Trust?
When Should I Start To Plan?
