14
June
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, conservatorships, and more!
Don't have a babysitter available? Your children are welcome!
Date and Time
Sat, Jun 14, 2025
11:00a - 12:00p PST
Location
Workvine 209
2311 N TRACY BLVD
A
Tracy ,
CA
95376