Broker Check

Special Needs Trusts

Special Needs Trusts

Wednesday, March 13, 2019

12:00p - 1:00p CST



Kathleen Oberneder


Kathleen Oberneder & Sumeeta Krishnaney

You’re invited to join our Webinar to learn about Special Needs Trusts – from creation, to understanding how to fund one, as well as managing the distributions.

You will learn:
• The basics of a Special Needs Trust and why one is needed.
• How to plan for two generations by using a Special Needs Trust
• Utilizing Life Insurance to fund the Trust.
• Understanding the importance of managing distributions from the Trust.

Date/Time: March 13, 2019 – 12:00pm to 1:00pm
Register -

After you click on the registration button on our website, you will receive an email 24 hours before the event date with information needed to access the Webex Webinar. Please contact us at: with any questions and we would be pleased to assist you!

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