October Lunch Meeting

Date: Monday, October 23, 2023
Time: 11:30am - 1:00pm
Location: Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
Speaker: Special Needs Planning: It Takes a Village

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Special Needs Planning is a complex and multi disciplinary area of practice and often utilizes expertise amongst a variety of professionals including legal, medical care, governmental resources, tax, and financial planning.  Mistakes are very costly if the coordinated plan of care is not implemented properly.  The goal with the panel discussion is to assemble some of the top experts in their respective professionals for a round table discussion on how special needs planning works, different techniques and considerations, and go over potential problems and solutions for several case studies to illustrate the colloborative nature of taking care of families with special needs individuals.


Moderated by: Darryl H. Ng, CFP, ChSNC, CDFA, ChFC, CLTC 

11:30 - Lunch Buffet & Networking 
12:00 - Special Needs Planning: It Takes a Village

  1:00 - Conclude

Members - $65 (SCCEPC, FSP & FPA)
Guest - $95

Contact Stacie@SCCEPC.org

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