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Upcoming Events

Getting Long-Term Care Planning Right: New Approaches for People at All Stages

Date: Thursday, June 27th, 2024
Time: 12pm – 1pm PT

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Past Events

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

Facing the Future

Date: October 14, 2023
Time: 8:30 AM – 4:30PM
Location: SFASA-Standford Annual Conference
Li Ka Shing Center, Stanford University,
291 Campus Drive, Stanford, CA 94305,
on both the 1st and 2nd floors.

4 Keys to Cutting College Costs

Download the flyer

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

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Special Needs Planning Group