Free Educational Event – January 15th at 6:00 PM

Families with a loved one who has special needs often share the same concerns:
How do we secure their long-term financial future without jeopardizing important benefits?
To help provide clarity, guidance, and peace of mind, Athena Financial Group is hosting a free Special Needs Trust & Planning Workshop alongside bilingual, board-certified estate planning attorney Victor Martinez.

This workshop is tailored for families who:

• Have a child or grandchild with special needs
• Want to ensure long-term financial protection
• Worry about planning after they’re gone
• Have never coordinated planning between legal, tax, and insurance professionals

What You’ll Learn

• When and why to use a Special Needs Trust
• How to protect eligibility for government benefits
• Coordinating trusts, beneficiary designations, and life insurance
• Common planning mistakes families unintentionally make
• Guidance in both English and Spanish

This is an education-only event—no products will be sold. Attendees may request follow-up afterward if desired.

Event Details

• Date: January 15th
• Time: 6:00 PM
• Location: Athena Financial Headquarters / Uribe Insurance
• Cost: Free

Whether you’re planning for a child, grandchild, or simply want to understand the options, this workshop will help you make informed, confident decisions for your family’s future.