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Wealth Optimization EDUCATIONAL Series Webinar with Guest Speakers: Martin Pierce and John Huisman, Attorneys at Law

George Wealth Management can help families affected by special needs, incorporate planning options and tools into your financial planning process so you can retire on your own terms, while making provisions, so your special needs child or adult may have the quality of life you want them to have whether you are here or not.  We want a seat on your side of the planning table, helping you get clarity around your vision, value, and goals.

*Martin Pierce and John Huisman are not affiliated or registered with Cetera Advisor Networks, LLC.  Any information provided by Martin Pierce or John Huisman is in no way related to Cetera Advisor Networks, LLC nor any of its registered representatives.


Date: August 5, 2021

Time: 12:00 PM

Special Needs Trusts & ABLE Accounts in Special Needs Planning