If you or a loved one has special needs, you have unique financial and legal considerations. Special Needs Trusts can allow for a disabled person to maintain their eligibility for public assistance to benefits, as well as providing directions about appropriate distributions, protecting assets from creditors and more.
Join Sara Traub, Attorney, and Kris Kennedy, Financial Advisor, for a one-hour complimentary educational webinar on Tuesday, October 17th at Noon. Registration is required.
Registered branch address: 6100 UPTOWN BLVD NE STE 500 ALBUQUERQUE, NM 87110 • Broker/dealer disclosure: Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal advice. Sara Traub, attorney is not affiliated with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Date and Time
Tue, Oct 17, 2023
12:00p - 1:00p MST