Session 7: 3.50-5pm
Room: First floor lecture hall LK 130
Financial Planning for Special Needs Families
About this session:
Overview of public benefits.
Overview of Special Needs Trusts
Funding for a Special Needs Child
Asset Protection for a Special Needs Child
Open Forum/Questions
About Jon Elfin:
Jon Elfin is a Financial Planner with a specialty in planning for families with Special Needs dependents. He's been in practice 15 years. He has done special needs planning himself, as he has a special needs son with a rare genetic disorder called Trisomy 9. Jon has a BA from Washington State University, and an MBA from St Mary's College.
Links:
Website: jonelfin.com
Contact:
3000 Executive Parkway
Suite 400PO Box 5154
San Ramon, CA 94583
Phone: 925-659-0256
Fax: 925-275-0999
[email protected]
Room: First floor lecture hall LK 130
Financial Planning for Special Needs Families
About this session:
Overview of public benefits.
Overview of Special Needs Trusts
Funding for a Special Needs Child
Asset Protection for a Special Needs Child
Open Forum/Questions
About Jon Elfin:
Jon Elfin is a Financial Planner with a specialty in planning for families with Special Needs dependents. He's been in practice 15 years. He has done special needs planning himself, as he has a special needs son with a rare genetic disorder called Trisomy 9. Jon has a BA from Washington State University, and an MBA from St Mary's College.
Links:
Website: jonelfin.com
Contact:
3000 Executive Parkway
Suite 400PO Box 5154
San Ramon, CA 94583
Phone: 925-659-0256
Fax: 925-275-0999
[email protected]