Sunflower Hill presents a FREE webinar series offering practical guidance for families supporting a loved one with special needs to create a secure, well-structured plan for their loved one’s future. Register now to join this informative series.
Presented by Joel Pearlman, Principal of Dani Plan
A modern way to share and securely manage life’s important information about your special needs loved one.
Presented by Sara Hire, Lathrop GPM and Martin Johnson, Sagemark Consulting
Learn how to donate to your favorite charities in a tax efficient manner while ensuring your loved ones remain financially secure.
Presented by Jim Huyck, Public Benefits Consultant
Understand maximizing public resources for your specials needs loved one.
Joel Pearlman, Principal of Dani Plan
Joel launched Dani Plan in 2023, transforming his family’s personal need for a clear, secure way to document and share essential details about their nonspeaking daughter into a centralized digital tool for other families.
Sara Hire, Lathrop GPM LLP
As Counsel with Lathrop GPM LLP in the San Jose and Redwood City offices, Sara Hire advises high-net-worth individuals and families on sophisticated trust, estate, and tax planning matters.
Martin Johnson, Sagemark Consulting
Martin specializes in comprehensive financial planning and brings over 20 years of experience educating individuals, families and business owners about unique and innovative strategies that can help grow, protect and preserve their legacy.
Jim Huyck, Public Benefits Consultant
Jim is the former Executive Director of the Alta California Regional Center and has spent 19 years advocating for people with disabilities, guiding families in accessing essential public benefits.