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About the Event: The Special Needs Team is a deeply experienced group of financial advisers and client associates. They are dedicated to helping improve the long-term well-being of individuals who are unable to care for themselves by offering financial advice and guidance. Located in multiple offices throughout California, they work closely with estate planning attorneys and family members to provide budgeting, wealth planning and investing designed to assist those who are integral to the care of society’s most vulnerable: people with disabilities, elderly individuals with dementia, accident victims, and other special-needs populations.
MCLE: 1 Hour General Credit
Come kick off your summer with the SBCBA! Master chef- attorneys Rusty Brace and Mack Staton will be manning the grill and drinks will be poured by mixologist Will Beall, including fabulous wines donated by Joe Liebman.
Checks: Mail to SBCBA, 15 W Carrillo St, Ste 106, Santa Barbara
Credit card: Please call (805) 569-5511
Sponsorship opportunities available! Inquire: email@example.com
Special thanks to our sponsors!
Click here to view the flyer.
All Fees Are Non-Refundable
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phone (805) 569-5511
fax (805) 569-2888