Trainings and Workshops

ANNOUNCEMENT

State Pooled Trust Disability Law Workshop

Featuring an Exciting New Train the Trainers*: 

“Planning for Clients with MS and Other Progressive Neurological Diseases”

Attendees will receive 5 hours MCLE California Bar Association credit

$75 pre-registration or $100 at the door

Seating is limited, so register soon!

Wednesday, March 17, 2010

Wells Fargo Private Bank

4365 Executive Drive, 18th Floor    

San Diego, CA 92121

                      AGENDA

  9:00  -   9:15 am     Introduction and Overview - Mary Eble/Susan Jackson - Wells Fargo

  9:15  - 10:15 am     Family Law and Public Benefits - Carol Battaglia, Attorney

10:15 -  10:30 am     Break

10:30 -  11:30 am     Living with MS - Amanda Lasik, Natn’l Multiple Sclerosis

11:30 -  12:30 am     Planning for Person with MS, Carol Battaglia / Stephen W. Dale

12:30 -   1:30 pm     Lunch / Wells Fargo on Investment - Richard Groscost / Susan Jackson

  1:30 -   2:30 pm     Creating a Distribution Plan. Stephen W. Dale

  2:30 -   2:45 pm     Break

  2:45 -   3:45 pm     Paying for an ISM / Using a Credit Card, Stephen W. Dale

  3:45 -   4:00 pm     Q&A – Wrap-up, Stephen W. Dale and Mary Eble

Mary Eble, MSW, Golden State Pooled Trust

(877) 336-3096 ext 83  -  info@gspt.org

 *       This Train the Trainer presentation is designed to provide attendees with an important tool to assist an underserved population within their community as well as providing opportunities to work with referring attorneys and clients.