Broker Check
19 Nov
Special Needs 101: Take the First Step Toward Your Child or Grandchild’s Financial Future Wed 11/19

Description

Do you have a family member with special needs?  Planning for the future can feel overwhelming.  Join us for a Complimentary Seminar Event designed to help families like yours build long-term plans.  

Learn more about:

  • Special Needs Trusts
  • SSI, Medicaid and other government benefits
  • ABLE Accounts
  • guardianship, conservatorship and alternatives

Our unique team approach ensures that the financial, legal, and care advocacy issues are aligned to help you create a lifelong care and financial plan.  Your hosts are:

  • Jonathan Green, RFC:  Owner / Financial Advisor, True Wealth Advisor Group, Inc.
  • Attorney Louis V Sorgi, Jr, Esq.:  Sorgi Law Group, LLC
  • Deborah Castellucci, RN, MPA, CLNC:  Founder & CEO, Catastrophic Care Network

Attorney Louis V Sorgi, Jr, Esq. of Sorgi Law Group, LLC and Deborah Castellucci, RN MPA, CLNC, of Catastrophic Care Network are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.

Date and Time

Wed, Nov 19, 2025

6:30p - 9:00p EST

Location

Framingham History Center

2 Oak Street
Framingham , MA 01701
View on Map
PT2H30M

Event Registration

Will you be able to attend this event?