Update on Special Needs Planning 2019 Santa Fe - June 26, 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:
6/26/19 – 3:00pm-5:00pm
4048 Cerillos Road
Santa Fe, NM 87507
Please RSVP* by June 17, 2019 by email to firstname.lastname@example.org or call 505-872-0505.
*Limited seating capacity