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! Zoom link will be provided by e-mail upon registration (please check your spam folder and/or add samuel.oceguera@pacificadvisors.com to your Safe Senders list).
Date and Time
Tue, Nov 18, 2025
6:00p - 8:00p PST