Events
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Past Events
Roth Conversion Strategies
Date: Tuesday, November 19th, 2024
Time: 12pm – 1pm PT
Location: Zoom Webinar
Managing Health Care Expenses in Retirement
Date: Thursday, October 17th, 2024
Time: 12pm – 1pm PT
Location: Zoom Webinar
30 Minutes to Medicare Basics
Date: Thursday, September 19, 2024
Time: 12pm – 1pm PT
Location: Zoom Webinar
Fixed insurance services offered through Special Needs Planning Group
An Inside Look at Qualifying for Financial Aid
Time: 12pm – 1pm PT
Location: Zoom Webinar
Getting Long-Term Care Planning Right: New Approaches for People at All Stages
Date: Thursday, June 27th, 2024
Time: 12pm – 1pm PT
6 Steps to Legacy Planning for the Generations
Date: Thursday, May 23rd, 2024
Time: 12:00 PM – 1:00 PM PT
What is a Limited Conservatorship?
Date: Tuesday, April, 30, 2024
Time: 6:30-7:30pm
What is CalABLE and How Can It Help with Financial Planning?
Date: Wednesday, April, 24, 2024
Time: 6:30-7:30pm
Savvy IRA Planning: Tax-Saving Strategies to Help You Get More Out of Your IRA
Date: Tuesday, April, 18, 2024
Time: 12:00 PM – 1:00 PM PT
What is SSI and SSDI with DAC? More than a bunch of letters...
Date: Tuesday, April, 16, 2024
Time: 6:30-7:30pm
What are Special Needs Trusts and the Letter of Intent
Date: Wednesday, April, 10, 2024
Time: 6:30-7:30pm
How to Ensure My Loved One Is Taken Care of After I’m Gone
Date: Tuesday, April, 2, 2024
Time: 6:30-7:30pm
Navigating Tomorrow: Planning for Your Child (or Family Member) with an Intellectual or Developmental Disability’s Future
Date: Saturday, April 4th
Location: 3460 Lana Lane in Lafayette, California
How Tax Planning Changes Through Four Stages of Retirement
Date: March 21, 2024
Time: 12pm-1pm PST
Location: Zoom Webinar
Information and Resource Conference (IRC)
Date: March 9, 2024
Location: 1000 Cayuga Ave, San Francisco, CA 94112
Information and Resource Conference (IRC)
Date: March 1-2, 2024
Location: Hilton Sacramento Arden West, 2200 Harvard St, Sacramento, CA 95815
30 Minutes to Medicare Basics
Date: Feb. 15, 2024
Time: 12pm – 1 pm PST
Location: Zoom Webinar
Savvy Social Security Planning – What Baby Boomers Need To Know About Their Retirement Income
Date: December 13, 2023
Time: 12pm – 1pm PST
Location: Zoom Webinar
Friends of Children with Special Needs
Date: November 11, 2023
Time: 4:00 PM
Location: 2300 Peralta Blvd. Fremont CA 94536
PHP Special Needs Resource Fair 2023
Date: October 21, 2023
Time: 9:30 AM to 1:00 PM
Location: Campbell Community Center
Orchard City Banquet Hall – Campbell
1 West Campbell Avenue Campbell, CA 95008
4 Keys to Cutting College Costs
Date: October 5, 2023
Time: 5:30 PM – 6:30 PM – PST
Location: Zoom Webinar
Dice & Design Gala:
Date: September 22, 2023
Time: 6-10:30PM
Location: Support for Families of Children with Disabilities
San Francisco Design Center
101 Henry Adams St
San Francisco CA, 94103