When: Tuesday March 4th 6:00-8:00pm
Where: Club Sport: Lower Restaurant
18120 SW Lower Boones Ferry Rd
Tigard, OR 97005
A casual gathering of family and friends with an informed discussion of the Special Needs Trust process.
The Special Needs Trust is a cornerstone of life care planning. This gathering provides a casual discussion of the steps in establishing and funding a trust. Eric Spindt, CFP® of the MassMutual Oregon SpecialCare Planning Team will be providing the overview and answering questions.
*Refreshments will be provided*