Panel Presentation & Social Hour
Professional advisors, including attorneys, accountants, financial professionals and planned giving officers, are invited to attend an informative discussion on how to have essential special needs planning conversations with their clients. Learn from our panel of experienced professionals on how to effectively serve families who have a child or adult with special needs, and what a recommended plan should include to ensure all aspects of their future are addressed.
Stick around for our social to enjoy drinks and treats while connecting with other professionals who support families with special needs.
Thursday, May 21, 2026
SARRC’s Phoenix Campus
300 N 18th St.
Phoenix, AZ 85006
4:00 – 5:00 p.m. | Panel Presentation
5:00 – 6:30 p.m. | Social Hour
Presenters:
Jacob Cavaleri, Financial Advisor, ABLE Financial Group
Bridget Swartz, Vice President & Fiduciary Counsel, Mission Management & Trust Co.
Caleb Lihn, Founder and Attorney at Law, Lihn Law Group