Financial Planning for Families with Neurodivergent Children

brain neurodivergent

How can families make decisions today that support their child’s well-being for years to come?

Financial planning for families with neurodivergent children requires a thoughtful and tailored approach, as their therapeutic, medical, and financial needs often extend over a longer planning horizon

In this workshop, attendees will gain practical strategies for structuring educational savings plans, leveraging resources such as school districts and Regional Centers, and developing effective estate plans to support neurodivergent children.

This is a free in-person workshop.

All Workshops are 1 hour long (50 min content/10 min Q&A)

RSVP is required to reserve your seat. 👉

Speaker

Annelise Li, CFA

Founder | CEO, Investment Adviser Representative | CA - licensed

Frequently Asked Questions

Is this workshop free?

Yes, it is a free workshop

  • Date : February 25, 2026
  • Time : 10:30 am - 11:30 am (America/Los_Angeles)
  • Venue : Community Center of La Canada Flintridge, 4469 Chevy Chase Drive, La Canada Flintridge, CA 91011

Ask Us Anything!