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DTSTART:20231023T183000Z
DTEND:20231023T200000Z
LOCATION:Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
UID:2459420231023T183000ZOctober Lunch Meeting
DTSTAMP:20260403T174601Z
DESCRIPTION:\nSpecial 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.\n\nPanelists:\n [Ellen Cookman, JD, LL.M](https://www.linkedin.com/in/ellen-cookman/) - Special Needs Planning Attorney [Ann Koenher](https://www.linkedin.com/in/ann-koerner-06a5b4a0/)[, RN, BSN, CRRN](http://www.linkedin.com/in/ann-koerner-06a5b4a0/) - CEO and Founder of National Care Advisors  [Dante Q Allen](https://www.linkedin.com/in/danteqallen/)[, MCM](http://www.linkedin.com/in/danteqallen/) - Executive Director of CalABLE  \nModerated by: [Darryl H. Ng, CFP, ChSNC, CDFA, ChFC, CLTC](https://www.linkedin.com/in/darrylng/)  \n \nAGENDA\n11:30 - Lunch Buffet & Networking \n12:00 - Special Needs Planning: It Takes a Village\n  1:00 - Conclude\n \nREGISTRATION FEES\nMembers - $65 (SCCEPC, FSP & FPA)\nGuest - $95\n \nQUESTIONS?\n Contact Stacie@SCCEPC.org\n \n\n\n\n
SUMMARY:October Lunch Meeting - Santa Clara County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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