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August 3rd, 2022  | The Classroom at Chatterton & Associates

Financial Planning for Beneficiaries with Special Needs

Designed to help you decide the right path for you, your loved ones, and your beneficiaries with special needs.

Estate and financial planning takes time and care – especially when it comes to naming beneficiaries. For those who have a beneficiary with special needs, there may be additional factors to consider, particularly to ensure that your loved ones are provided for without interruption. 

The team at Chatterton & Associates would like to make sure that you are aware of the current rules in place, the difference between special needs trusts and ABLE accounts, and other information you need in order to make the right decision for you and your family surrounding financial planning for beneficiaries with special needs.

What We'll Discuss:


How to leave assets to a beneficiary with special needs without disrupting their government assistance

Investment Portfolio Management


IRA rules after

an IRA owner’s death


Tax Planning Strategies

The difference between Special Needs Trusts and ABLE Accounts and which is right for you

What prudent investors need to know about third-party special needs trusts


When:

6:00PM
Wednesday, August 3rd, 2022

Dinner with presentation to follow

*An Individually-packaged meal will be provided. 

Please Note: This event will be recorded and videos and images from the event may be used in the future for promotional purposes.


Your Safety Is A Priority For Us!

We will be adhering to state and county guidelines to ensure our events meet the current standards. We understand that the future is unpredictable! At this time, we are going to move forward with our events and look forward to seeing you there. If you feel uncomfortable attending, we completely understand – a recording of the seminar will be e-mailed out to those who RSVP.


Location


The Classroom at
Chatterton & Associates

3061 E La Palma Ave.
Anaheim, CA 92806



Presented by:

Eric Oh | Chatterton & Associates

Eric Y. Oh

Financial Planner

Eric Oh | Chatterton & Associates

James F. Roberts

ESTATE PLANNING ATTORNEY AT THE LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

Davinda Wijemanne | LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC

Davinda Wijemanne

Estate Planning Attorney at The Law Office of James F. Roberts & Associates, APC

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory Services offered through Chatterton & Associates. The Law Office of James F. Roberts and Associates is not affiliated with Royal Alliance Associates, Inc.

Join the Seminar

28
DAYS
8
HOURS
52
MINUTES
54
SECONDS

Complimentary for Attendees

Seating capacity is reduced and seats are limited on a first come first served basis. Please limit your party to 3 people total.

Check the background of this firm/advisor on FINRA’s BrokerCheck.