Special Needs Trusts Workshop 11/6/20
TIME: 4:00 PM Pacific Time
DATE: Friday November 6, 2020
LOCATION: Zoom
COST: Free
Join us for a free workshop with:
Tara Bokosky, Financial Advisor
“I connect with families to help create their Special Needs Plan. My team and I collaborate with existing advisors to identify their financial and estate planning needs. I work with my clients to help them understand all of their options and give them peace of mind knowing that they have a plan in place.”
Andrew O’Brien, JD, CFP®, CLU, Managing Director
Andy O’Brien is a Managing Director at Tax & Financial Group. Andy provides expert guidance related to advanced planning, personal financial planning, estate planning, business planning, and qualified plan design. In addition, Andy takes a client first approach and provides both technical and practical analysis and recommendations.”
Details will be emailed directly to you once you have confirmed your attendance by signing up here.