lunes, 28 de marzo de 2016

Webinar: ABLE Accounts, Trusts, Financial and Benefits Planning

March 28, 2016

Webinar: ABLE Accounts, Trusts, Financial and Benefits Planning

in 2014 the Achieving a Better Life Experience (ABLE) Act was passed to create tax-free savings accounts for individuals with disabilities. 
Join the ABLE National Resource Center on Tuesday, March 29th from 2:00 pm to 3:30 pm EST to learn from a panel of experts regarding ABLE accounts. Areas to be addressed will include: 
  • What are critical factors to make informed decisions?
  • What are the differences between various types of trusts?
  • Would I want to open an ABLE account in addition to or instead of a trust?
  • What is the range of costs involved in opening a trust or an ABLE account?
  • What is benefits planning and how does it relate to financial planning?

  • Yolanda Mazyck, Executive Director of Shared Horizons Pooled Special Needs Trust
  • Kelly Thompson, Trust and Estate Attorney James Sheldon, Supervising Attorney at Neighborhood Legal Services Inc.
  • Mark Friese, Vice President at Merrill Lynch, Menick-Friese Group
  • William Thompson, Deputy Executive Director of Florida Prepaid College Board, Florida ABLE Program  

For accommodation requests or questions about the webinar, please contact Christopher Rodriguez at

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