Fwd: Special Needs Trust Funding and Tax Benefits- Boca Raton

[Guest guest]

Dear Parent,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 a Special Needs Trust Account?How can a Special Needs Trust protect my child's future and benefits, such as Supplemental Security Income and Medicaid?What are the tax benefits of growing a Special Needs Trust fund?Presented by:Jaret Vogel, Newbridge Securities Corp., Vice-President, Investments and Insurance, and step-parent of an adult child with AutismParticipation 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 Nwbridge Securities.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 PM5200 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, , extension 143. Attendance limited to 15 attendees per session. If you are interested but cannot attend, please call to make alternate arrangements.Thank you.Jarethttp://www.jaretvogel.info/?t=828127548951-15887Jaret L. VogelNewbridge Securities Corp.5200 Town Center CircleTower 1, Ste 306Boca Raton, FL. 33486 Ext. 143 Ext. 143Fax: Email: jvogel@...www.newbridgesecurities.comTo learn more about my products and services, visit my website at www.jaretvogel.info.Please do not leave any instructions to buy or sell any securities on voicemail or by email. I always need to speak directly with my client to execute any orders. If I do not answer directly during normal business hours, please call back and ask for the Branch Office Manager, Mr. Romano. Thank you."The information contained herein is based upon sources we believe to be reliable. However, accuracy cannot be guaranteed."No offer or solicitations to buy or sell securities or securities derivative products of any kind, or any type of trading or investment advice, recommendation or strategy, is made, given or in any manner endorsed by Newbridge Securities Corporation or any of its affiliates. Newbridge Securities Corporation is not responsible for any recommendation, solicitation, offer or agreement, or any information about any transaction, customer account or account activity contained in this communication. Furthermore, information contained herein is not considered an official record of your account and does not supersede normal trade confirmations or statements. The information contained in this e-mail, including any attachment, is intended only for the person or entity to which it is addressed. Newbridge Securities Corporation, affiliated companies and/or their officers, directors, employees or stockholders may at times have a position, including an arbitrage position, in the securities described herein and may sell or buy them to or from customers. These companies may from time to time act as a consultant to a company being reported upon. If you have received this e-mail in error, please contact the sender by reply e-mail and delete the material from any computer. If you do not wish to receive any further e-mail communications from Newbridge Securities please reply to this email with unsubscribe in the subject line.

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 Parent,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 a Special Needs Trust Account?How can a Special Needs Trust protect my child's future and benefits, such as Supplemental Security Income and Medicaid?What are the tax benefits of growing a Special Needs Trust fund?Presented by:Jaret Vogel, Newbridge Securities Corp., Vice-President, Investments and Insurance, and step-parent of an adult child with AutismParticipation 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 Nwbridge Securities.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 PM5200 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, , extension 143. Attendance limited to 15 attendees per session. If you are interested but cannot attend, please call to make alternate arrangements.Thank you.Jarethttp://www.jaretvogel.info/?t=828127548951-15887Jaret L. VogelNewbridge Securities Corp.5200 Town Center CircleTower 1, Ste 306Boca Raton, FL. 33486 Ext. 143 Ext. 143Fax: Email: jvogel@...www.newbridgesecurities.comTo learn more about my products and services, visit my website at www.jaretvogel.info.Please do not leave any instructions to buy or sell any securities on voicemail or by email. I always need to speak directly with my client to execute any orders. If I do not answer directly during normal business hours, please call back and ask for the Branch Office Manager, Mr. Romano. Thank you."The information contained herein is based upon sources we believe to be reliable. However, accuracy cannot be guaranteed."No offer or solicitations to buy or sell securities or securities derivative products of any kind, or any type of trading or investment advice, recommendation or strategy, is made, given or in any manner endorsed by Newbridge Securities Corporation or any of its affiliates. Newbridge Securities Corporation is not responsible for any recommendation, solicitation, offer or agreement, or any information about any transaction, customer account or account activity contained in this communication. Furthermore, information contained herein is not considered an official record of your account and does not supersede normal trade confirmations or statements. The information contained in this e-mail, including any attachment, is intended only for the person or entity to which it is addressed. Newbridge Securities Corporation, affiliated companies and/or their officers, directors, employees or stockholders may at times have a position, including an arbitrage position, in the securities described herein and may sell or buy them to or from customers. These companies may from time to time act as a consultant to a company being reported upon. If you have received this e-mail in error, please contact the sender by reply e-mail and delete the material from any computer. If you do not wish to receive any further e-mail communications from Newbridge Securities please reply to this email with unsubscribe in the subject line.

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.