Broker Check
09 Sept
Special Needs 101: Take the First Step Toward Your Child's Financial Future - - True Wealth Advisor Group, Inc. Hudson, MA

Description

Are you a parent of a child or adult child with special needs?  Planning for the future can be 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

Tue, Sep 09, 2025

6:30p - 8:30p EST

Location

True Wealth Advisor Group, Inc

1 Cabot Road #225
Hudson , MA 01451
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PT2H

Event Registration

Will you be able to attend this event?