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Special Needs Seminar for Families

The Heartfelt Legacy Foundation is hosting a Special Needs Seminar for families at the Blaisdell Center in Honolulu. This event will provide essential information and resources to families navigating the complexities of special needs planning. Speakers include Kevin Urbatsch, Esq., a renowned special needs attorney, and Jeremy L. Lau, CFA®, CFP®, CEO of Prudent Investors. Topics will cover public benefits, special needs trusts, trustee selection, and strategies for subsidizing housing options. Tickets are available for $15, which includes lunch and livestream access. This seminar offers valuable insights for families seeking to ensure a secure and fulfilling future for their loved ones with special needs. Click here for tickets.

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June 12

National APSE Conference

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June 25

HWPA Membership Meeting