Have you planned for the future? Did you know that estate planning isn’t just for the wealthy? Ever wondered what exactly a special needs trust is and if it makes sense for your family?
Join us Thursday, October 4 for dinner and an informational presentation on financial services for people with disabilities and their caregivers—hosted by ESW, presented by Michael J Bús with PNW Financial, Karin Nilsson CFP, MSF with LPL Financial, and Tracy Predmore with Jackson National. Learn about estate planning, long term considerations in pursuing long-term security for children and adults with disabilities, including the use of a special needs trust and much more. We will be covering important topics like General Power of Attorney, Health Care Power of Attorney, Health Care Directive, Financial Directives, Public Assistance, Special Needs Trust, and Beneficiary Designations. There will also be an opportunity for group and 1:1 Q&A after the presentation if you are interested.
Thursday, October 4th
6:00pm-8:00 pm (suggested arrival time of 5:45pm)
Presentation starts promptly at 6:00pm
Moctezuma’s Mexican Restaurant
10315 Silverdale Way NW J3
Silverdale, WA 98383
Email Summer McGrady at firstname.lastname@example.org today to secure your spot, space is limited!
Thank you to our event partner PNW Financial