Workshop

If your organization, school, or other group events and would like to have Helen come, please feel free to call (818) 264-0315 or e-mail hbass@la-finance.nef.com 

 

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

Major topics for workshop are:

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