INVITATION | Release of 2021 Pooled Special Needs Trust Industry Report: Crossroads

Live Webinar | January 26, 2022 | 1 PM EST

Trusts are a hot topic in financial advice and banking. Pooled Special Needs Trusts are a distinct market segment within this space. If you’re in the business of providing financial advice, distributing financial products, lead a pooled special needs trust organization, or work with trusts, this information is for you. Join us for the release of and a discussion about the 2021 Pooled Special Needs Trust Industry Report: Crossroads.

Get a fresh perspective on what’s changed since we published the 2020 Report, what hasn’t, and how the industry is positioned to meet the needs of its clients and partners. Presented by Lisa Cohen, CEO of Capital Motion and The Special Needs Financial Services Institute.

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