Update on Special Needs Planning 2019 Albuquerque - June 27, 2019
PBWS will be presenting an update on Special Needs Planning, with a focus on special needs trusts, benefits of 2017 Tax Act, guardianships & conservatorships, ABLE accounts, and pooled trusts. This presentation is hosted in conjunction with ARCA and First American Bank.
Date & Time:
6/27/19 – 3:00pm-5:00pm
New Mexico CPA Society
3400 Menaul Blvd. NE
Albuquerque, NM 87107
(Across from American Home Furniture)
Please RSVP* by June 17, 2019 by email to firstname.lastname@example.org or call 505-872-0505.
*Limited seating capacity