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Financial Planning for Families with Special Needs Children
Plan for the future and have peace of mind. Free educational seminar on setting up a trust for families with special needs children.
Suzanne Fillerup, a financial advisor with Strategic Horizon Inc. will be giving a free seminar on how to set up a trust for families with special needs children. The educational seminar will take place on Saturday, March 10, 2012 from 10-12 p.m. at the Law Office of Kara M. Rudin, 1720 Pacific Coast Hwy., Suite 102, Huntington Beach, CA. This will be a power-packed 2 hours of valuable information offering both financial and legal insight and expertise. RSVP by March 3rd with Suzanne at Suzanne@shorizon.com or call 626-622-5020.
When considering the familiarity of options to those who have special need dependents or are caregivers, the gap of knowledge puts those in care at jeopardy. Education and information will narrow that gap, and bring peace of mind and security for families involved.
About Suzanne Fillerup:
Suzanne Fillerup, financial advisor at Strategic Horizon Financial Services realizes that everyone has his or her own special needs when it comes to planning for the future. No matter what your goals may be, she can help you achieve them. By listening and learning from her clients, she can utilize the varied array of products and services that can help them prepare to meet their specific needs-whatever they may be.
Strategic Horizon Insurance Agency was founded on the principles of service to our clients and our community. They understand that their clients have unique needs; therefore, they utilize an approach that is customized to the individual, family, or business. Their individual clients can expect a full range of services covering all forms of personal lines insurance and investments.
Strategic Horizon Mission Statement
Strategic Horizon Insurance Agency strives to be the premier provider of insurance and financial service. We accomplish this through superior service, integrity, and professionalism. Our client’s satisfaction and prosperity are our main goals.
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