Fwd: Free Program:Boca Raton- Funding and Tax Benefits of the Special Needs ...

[Guest guest]

Dear Parents and Friends

I’d like to invite you to a free, one-hour program on funding and tax benefits of the Special Needs Trust. During this session, you will learn:

What is a Special Needs Irrevocable Trust?

Who creates it? How much does it cost?

Why a Special Needs Trust fund?

What are the tax benefits of growing a Special Needs Trust fund?

How can a Special Needs Trust protect my child’s future and benefits, such as Supplemental Security Income and Medicaid?

Presented by:

Jaret Vogel, Newbridge Securities Corp., Vice-President, Investments and Insurance, and step-parent of an adult child with Autism

Participation by guest speaker F. Greenberg, MBA, CFP, Enrolled Agent, nationally recognized speaker and mother of an adult child with Autism. Ms. Greenberg is not an employee of Newbridge Securities.

There are still a few seats available for attendees

Monday, August 20th, 5:30 PM- 6:30 PM

Wednesday, August 22th, 5:30 PM- 6:30 PM

Thursday, August 30th, 5:30 PM- 6:30 PM

5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL

(Boca Shoppes Office Tower, behind ph’s Market and Uncle Tai’s )

Please RSVP to Jaret Vogel by responding to this email, or call , extension 143. Attendance limited to 15 attendees per session. If you are interested but cannot attend, please call to make alternate arrangements. You are welcome to invite other parents or therapists who may be interested.

Thank you.

Jaret

Jaret L. Vogel

Vice-President, Investments & Insurance

Newbridge Securities Corp.

5200 Town Center Circle

Tower 1, Ste 306

Boca Raton, FL. 33486

Ext. 143

Ext. 143

Fax:

Email: jvogel@...

www.newbridgesecurities.com

Member FINRA/SIPC

To learn more about my products and services, visit my website at www.jaretvogel.info.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This is not an order entry system; please do not convey securities orders via e-mail, as Newbridge Securities Corporation cannot be responsible for their timely handling. Newbridge Securities Corporation and its affiliates reserve the right to monitor all e-mail communications and cannot guarantee the confidentiality of any transmission. The information contained in this transmission is intended solely for the individual or entity to which it is addressed and may contain sensitive material. Any review, storage, re-transmission of, or taking action in reliance upon this information by persons other than the intended recipient is prohibited. If you have received this email in error please notify the sender and delete the original email. This message is not a solicitation of any transaction. Newbridge Securities Corporation is a FINRA-registered broker-dealer and member of SIPC. Advisory services offered through Newbridge Financial Services Group Incorporated.

[Guest guest]

Dear Parents and Friends

I’d like to invite you to a free, one-hour program on funding and tax benefits of the Special Needs Trust. During this session, you will learn:

What is a Special Needs Irrevocable Trust?

Who creates it? How much does it cost?

Why a Special Needs Trust fund?

What are the tax benefits of growing a Special Needs Trust fund?

How can a Special Needs Trust protect my child’s future and benefits, such as Supplemental Security Income and Medicaid?

Presented by:

Jaret Vogel, Newbridge Securities Corp., Vice-President, Investments and Insurance, and step-parent of an adult child with Autism

Participation by guest speaker F. Greenberg, MBA, CFP, Enrolled Agent, nationally recognized speaker and mother of an adult child with Autism. Ms. Greenberg is not an employee of Newbridge Securities.

There are still a few seats available for attendees

Monday, August 20th, 5:30 PM- 6:30 PM

Wednesday, August 22th, 5:30 PM- 6:30 PM

Thursday, August 30th, 5:30 PM- 6:30 PM

5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL

(Boca Shoppes Office Tower, behind ph’s Market and Uncle Tai’s )

Please RSVP to Jaret Vogel by responding to this email, or call , extension 143. Attendance limited to 15 attendees per session. If you are interested but cannot attend, please call to make alternate arrangements. You are welcome to invite other parents or therapists who may be interested.

Thank you.

Jaret

Jaret L. Vogel

Vice-President, Investments & Insurance

Newbridge Securities Corp.

5200 Town Center Circle

Tower 1, Ste 306

Boca Raton, FL. 33486

Ext. 143

Ext. 143

Fax:

Email: jvogel@...

www.newbridgesecurities.com

Member FINRA/SIPC

To learn more about my products and services, visit my website at www.jaretvogel.info.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This is not an order entry system; please do not convey securities orders via e-mail, as Newbridge Securities Corporation cannot be responsible for their timely handling. Newbridge Securities Corporation and its affiliates reserve the right to monitor all e-mail communications and cannot guarantee the confidentiality of any transmission. The information contained in this transmission is intended solely for the individual or entity to which it is addressed and may contain sensitive material. Any review, storage, re-transmission of, or taking action in reliance upon this information by persons other than the intended recipient is prohibited. If you have received this email in error please notify the sender and delete the original email. This message is not a solicitation of any transaction. Newbridge Securities Corporation is a FINRA-registered broker-dealer and member of SIPC. Advisory services offered through Newbridge Financial Services Group Incorporated.

[Guest guest]

Dear Parents and Friends

I’d like to invite you to a free, one-hour program on funding and tax benefits of the Special Needs Trust. During this session, you will learn:

What is a Special Needs Irrevocable Trust?

Who creates it? How much does it cost?

Why a Special Needs Trust fund?

What are the tax benefits of growing a Special Needs Trust fund?

How can a Special Needs Trust protect my child’s future and benefits, such as Supplemental Security Income and Medicaid?

Presented by:

Jaret Vogel, Newbridge Securities Corp., Vice-President, Investments and Insurance, and step-parent of an adult child with Autism

Participation by guest speaker F. Greenberg, MBA, CFP, Enrolled Agent, nationally recognized speaker and mother of an adult child with Autism. Ms. Greenberg is not an employee of Newbridge Securities.

There are still a few seats available for attendees

Monday, August 20th, 5:30 PM- 6:30 PM

Wednesday, August 22th, 5:30 PM- 6:30 PM

Thursday, August 30th, 5:30 PM- 6:30 PM

5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL

(Boca Shoppes Office Tower, behind ph’s Market and Uncle Tai’s )

Please RSVP to Jaret Vogel by responding to this email, or call , extension 143. Attendance limited to 15 attendees per session. If you are interested but cannot attend, please call to make alternate arrangements. You are welcome to invite other parents or therapists who may be interested.

Thank you.

Jaret

Jaret L. Vogel

Vice-President, Investments & Insurance

Newbridge Securities Corp.

5200 Town Center Circle

Tower 1, Ste 306

Boca Raton, FL. 33486

Ext. 143

Ext. 143

Fax:

Email: jvogel@...

www.newbridgesecurities.com

Member FINRA/SIPC

To learn more about my products and services, visit my website at www.jaretvogel.info.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This is not an order entry system; please do not convey securities orders via e-mail, as Newbridge Securities Corporation cannot be responsible for their timely handling. Newbridge Securities Corporation and its affiliates reserve the right to monitor all e-mail communications and cannot guarantee the confidentiality of any transmission. The information contained in this transmission is intended solely for the individual or entity to which it is addressed and may contain sensitive material. Any review, storage, re-transmission of, or taking action in reliance upon this information by persons other than the intended recipient is prohibited. If you have received this email in error please notify the sender and delete the original email. This message is not a solicitation of any transaction. Newbridge Securities Corporation is a FINRA-registered broker-dealer and member of SIPC. Advisory services offered through Newbridge Financial Services Group Incorporated.

[Guest guest]

Dear Parents,

I’d like to invite you to a free, one-hour program on funding and tax benefits of the Special Needs Trust. During this session, you will learn:

What is a Special Needs Irrevocable Trust?

Who creates it? How much does it cost?

Why a Special Needs Trust fund?

What are the tax benefits of growing a Special Needs Trust fund?

How can a Special Needs Trust protect my child’s future and benefits, such as Supplemental Security Income and Medicaid?

Presented by:

Jaret Vogel, Newbridge Securities Corp., Vice-President, Investments and Insurance, and step-parent of an adult child with Autism

Participation by guest speaker F. Greenberg, MBA, CFP, Enrolled Agent, nationally recognized speaker and mother of an adult child with Autism. Ms. Greenberg is not an employee of Newbridge Securities.

There are still a few seats available for attendees

Monday, August 20th, 5:30 PM- 6:30 PM

Wednesday, August 22th, 5:30 PM- 6:30 PM

Thursday, August 30th, 5:30 PM- 6:30 PM

5200 Town Center Circle, Tower 1, Suite 306, Boca Raton, FL

(Boca Shoppes Office Tower, behind ph’s Market and Uncle Tai’s )

Please RSVP to Jaret Vogel by responding to this email, or call , extension 143. Attendance limited to 15 attendees per session. If you are interested but cannot attend, please call to make alternate arrangements. You are welcome to invite other parents or therapists who may be interested.

Thank you.

Jaret

Jaret L. Vogel

Vice-President, Investments & Insurance

Newbridge Securities Corp.

5200 Town Center Circle

Tower 1, Ste 306

Boca Raton, FL. 33486

Ext. 143

Ext. 143

Fax:

Email: jvogel@...

www.newbridgesecurities.com

Member FINRA/SIPC

To learn more about my products and services, visit my website at www.jaretvogel.info.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This is not an order entry system; please do not convey securities orders via e-mail, as Newbridge Securities Corporation cannot be responsible for their timely handling. Newbridge Securities Corporation and its affiliates reserve the right to monitor all e-mail communications and cannot guarantee the confidentiality of any transmission. The information contained in this transmission is intended solely for the individual or entity to which it is addressed and may contain sensitive material. Any review, storage, re-transmission of, or taking action in reliance upon this information by persons other than the intended recipient is prohibited. If you have received this email in error please notify the sender and delete the original email. This message is not a solicitation of any transaction. Newbridge Securities Corporation is a FINRA-registered broker-dealer and member of SIPC. Advisory services offered through Newbridge Financial Services Group Incorporated.