Calendar & Workshop

List of Upcoming Workshops and Events - to view our calendar.

Workshop Information - content of workshops.

Prior Events – list of past speaking engagements and workshops. 

If your organization, school, or other group events and would like to have Helen come, please feel free to call (818) 999-2800 Ext. 456 or e-mail helen@hkbass.com 

Calender

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 Workshop Title: "Planning For The Future of Your Child with Special Needs"

1.  Government benefit eligibility for SSI/SSA and Medi-Cal.
2. A review of guardian, conservatorship, client self-determination and advocacy issues
3. Determining which type of special needs trusts are suitable for your planning needs.
4. Determining appropriate funding vehicles.

 Workshop Title: Charitable Giving "Make Its Future & Yours More Secure, With a Charitable Gift"

1.  Know Who Your Gift Will Impact
2. Giving and Receiving Charitable Gifts
3. Me Benefit
4. Means and Methods
5. Advanced Strategies 
   

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Past Workshops