Following the Chapter Meeting
Ballroom, GVCC
As a planner, how do we help children, adults, and families with special needs planning? What are the legal, accounting, and practical issues surrounding helping individuals with special needs and their families? Come and participate in this Pro Bono Workshop panel session to enhance your professional skills. Presenters are: San Asato, CFP®, Bill Franke, CFP®, and AJ Siddiqui, CPA.