Special Needs Financial Planning: Key Steps for Families
Planning for a loved one with special needs involves important decisions that go beyond traditional financial planning.
Without the right structures and considerations in place, families can unintentionally affect eligibility for essential benefits or create complications for future caregivers.
This educational session, presented by Eric Oh, ChFC®, CFP®, ChSNC®, will walk through key tools families should consider when preparing for the future.
When:
Thursday, June 4, 2026
12pm
Where:
The Chatterton Classroom
3061 E. La Palma Ave, Anaheim, CA 92806
Register Today!
Special Needs Financial Planning: Key Steps for Families
Planning for a loved one with special needs involves important decisions that go beyond traditional financial planning.
Without the right structures and considerations in place, families can unintentionally affect eligibility for essential benefits or create complications for future caregivers.
This educational session, presented by Eric Oh, ChFC®, CFP®, ChSNC®, will walk through key tools families should consider when preparing for the future.
When:
Thursday, June 4, 2026
12pm
Where
The Chatterton Classroom
3061 E. La Palma Ave, Anaheim, CA 92806
What We'll Cover
- The do’s and don’ts of special needs financial planning
- Types of special needs trusts
- ABLE accounts
- The role of a Letter of Intent
- How Proposition 19 may affect families with beneficiaries who have disabilities
About Your Presenter
Eric Oh
ChFC®, CFP®, ChSNC®
Eric is a Certified Financial Planner™, Chartered Financial Consultant®, Chartered Special Needs Consultant®, and investment advisor representative at Chatterton & Associates. He firmly believes that part of being a Certified Financial Planner™ is putting the client’s interests above all.
Register Today!
Lunch will be provided.
For more information, please call (714)572-2050 or email contactus@chattertoninc.com!
Event Starts In:
This event will be recorded, and videos and images from the event may be used in the future for promotional purposes. Seats are limited on a first-come, first-served basis. A recording of the seminar will be emailed to those who RSVP.
