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Special Needs Trusts Workshop 11/6/20

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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.

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  • Home
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    • Meet the Board
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  • Testimonials
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