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Letter of Intent Workshop: Resource for Families

Saturday, January 13, 2024
10:00 am11:00 am

*Zoom Saturday Seminar*

Letter of Intent Workshop: Resource for Families
This presentation is an interactive workshop. Have your computer or pencil and paper ready! It is our goal that you will leave this workshop with the first draft of your Letter of Intent completed.

About the presenter
Nick Wallace, ChSNC, RICP is a financial advisor specializing in helping families across the United States plan for their loved one's future with special needs. Nick is on a mission to create more secure outcomes for individuals with disabilities. Nick serves as a co-guardian and future trustee for his brother, Aaron, who has physical and intellectual disabilities.