Planning for Retirement While Supporting a Loved One with Special Needs: What Most Families Miss
This allows us to cover:
- How caring for a loved one impacts retirement income planning
- Tax strategies and account structuring (trusts, beneficiary designations, etc.)
- Common mistakes families make that can create long-term financial strain
Friday, May 22nd at 9am at Sidetrack
Sidetrack is located at 30 W Angela St., Pleasanton, CA 94566.