Special Needs Planning Workshops

Wallace Financial is on a mission to create more secure futures for individuals with disabilities & their families. We are doing so through our free educational workshops on various special needs planning topics.

There are no costs or obligations associated with these workshops for families.

We are excited for our FALL workshop series, and want to invite you & your community to our upcoming workshops!

Beginner’s Special Needs Planning Workshop:

Tuesday, August 27^th at 12pm Eastern Time

Saturday, October 26^th at 12 pm Eastern Time

Wednesday, November 20^th at 7pm Eastern Time

Advanced Special Needs Planning Workshop:

Tuesday, September 3^rd at 12 PM Eastern Time

Wednesday, December 4^th at 12pm Eastern Time

Letter of Intent Workshop:

Wednesday, September 18^th at 6pm Eastern Time

To Register go to www.nickwallace.nm.com and click on the EVENTS tab.