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?

Panelists:

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

Click here to register.

For accommodation requests or questions about the webinar, please contact Christopher Rodriguez at crodriguez@ndi-inc.org.