H.E.A.R.T.S. Connection:

The Kern Regional Center invites you to attend a Special Needs Trust Educational Workshop
Tuesday, February 5, 2008
6:30pm to 7:45pm
Kern Regional Center Conference Room
3121 N. Sillect Ave. Suite 304
(the new Kern Regional Conference Room is located across the street from Kern Regional Center)

Light refreshments will be served

This complimentary Educational Workshop will provide you with the following valuable information that benefits people of all financial levels:

Why you and your child may need a Special Needs Trust

How to create a Special Needs Trust

An explanation of the difference between a standard trust and a Special Needs Trust

What are the best methods to provide for your child’s future financial security, recreational activities and medical care without placing unrealistic burdens on other family members

How to make certain that your child remains eligible for state and federal aid

Funding techniques for your Special Needs Trust, no matter what your financial level

Guest Presenters:
Richard McBurnie, Attorney-at-law, a past president of the Kern County Bar Association
Richard has worked tirelessly on behalf of charitable causes in our community.

Barry Rosenfeld
Chartered Life Underwriter, Chartered Financial Consultant & Chartered Lifetime Assistance Planner
Barry and his wife Pat have a son with special needs and are keenly aware of the challenges parents face.

Please call Vicki Li at 852 3310 by October 25 to reserve your seat

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Special Needs Trust Educational Workshop