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Needs Based Financial Analysis: How Long Will The Money Last

April 28 @ 1:00 pm - April 30 @ 2:00 pm CDT

Description: This course will help provide the needed tools to prepare a depletion analysis of a special needs trust.

Date: Tuesday, March 24, 2026

Time: 1:00pm-2:00pm

Format: Live ZOOM Webinar

Speaker: Doug Quint, The Special Needs Team at Merrill Lynch Wealth Management.

Cost:

  • TGA Members $40
  • Non-Members $60

Credits: 1.0 CEU

Click to register

Details

  • Start: April 28 @ 1:00 pm CDT
  • End: April 30 @ 2:00 pm CDT
  • Event Category:

Venue

  • Zoom

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