Broker Check
27 Aug
AUGUST (Zoom) Special Needs Financial Planning Workshop

Description

Join us for a brief presentation examining the unique financial considerations and investment solutions for families raising special needs children with Optimum Wealth Solutions President Sam Oceguera. Topics covered will include estate planning, trusts, ABLE accounts, guardianships, "One Big Bill" changes, and more!

Date and Time

Wed, Aug 27, 2025

6:30p - 7:30p PST

Location

Zoom

CA
PT1H

Event Registration

Will you be able to attend this event?