Name
Strategic Planning with ABLE Accounts: A Comprehensive Program for Advisors and Attorneys
Date & Time
Friday, March 28, 2025, 1:15 PM - 2:15 PM
Description
Navigating the complexities of planning for individuals with disabilities can be challenging, especially when it comes to maximizing benefits while safeguarding eligibility for public assistance. With the rising importance of ABLE accounts, understanding how they work is crucial for attorneys and financial advisors looking to serve this community effectively. In this session led by experienced program directors, you will learn the key components of ABLE accounts, including eligibility, tax advantages, and best practices for integrating them into long-term financial plans. By the end of the session, you will have the tools to help your clients with disabilities achieve financial security while maintaining critical support.
Speakers