Financial Planning Workshop 10/5/19 Rancho Palos Verdes, CA
TOPIC: Financial Planning for the Special Needs Family
LOCATION: Rancho Palos Verdes, CA
Details will be emailed directly to you once you have confirmed your attendance by signed up here.
Workshop led by Patrick McGrath.
Patrick R MacGrath is the CEO of Private Wealth Management Group, a comprehensive wealth planning firm that also specializes in Special Needs Planning for families with a disability.
Patrick’s sister Heather has Epilepsy and mild form Cerebral Palsy. Knowing first hand how difficult it can be to not only plan for the future, but to just get through the day, Patrick has made it his mission to guide families like his through the complexities of Special Needs Planning.
Patrick’s financial planning career began in San Francisco, CA at a leading Bay Area firm where he oversaw the creation of comprehensive financial plans for the firms high net worth clientele. It was through this experience that Patrick recognized the disconnect between the traditional wealth planning world and that of planning being afforded to families with special needs.
At Private Wealth Management Group, we believe in challenging the notion that Special Needs Planning solely centers around governmental support and that the true planning revolves around the family. We also believe that all families should have access to exceptional financial planning experts with experience in the Special Needs arena.