Saturday, November 6, 2010

"Trust Planning how to Manage, Fund, and Set Up" - Free Lecture in San Jose

** FREE LECTURES **
Sponsored by Miceli Financial Partners

At Morgan Autism Center
2280 Kenwood Ave., San Jose, CA 95128

RSVP: diane@morgancenter.org
-OR- call 408-241-8161


Wednesday, November 10, 2010 11:30 - 1:30 pm

Speakers: Miceli Financial Partners Special Care Planning Team & Special Needs Law Group

Title: "Trust Planning how to Manage, Fund, and Set Up."

The Miceli Financial Partners Special Care Planning Team was formed to provide financial strategies to families with members who have special needs. Families with special needs have unique financial circumstances that are often overlooked by financial advisers. As Special Care planners, they have been certified by the American College, using a curriculum that was developed in part by Exceptional Parent Magazine. Each member of the team has received specialized and exclusive training to address these unique needs and situations. In addition to having their own practice doing traditional financial planning, each member of the team has a connection to the Special Needs community.
Post a Comment