How ABLE and Special Needs Trust Can Work Together

This session seeks to show how ABLE accounts and Special Needs Trust can and do work together. The first part of the presentation will be an overview of ABLE United, including the history of ABLE, eligibility, qualified expenses, and a look at the different investment choices. The second part explains the different kinds of Special Needs Trusts, government benefits limits, and how ABLE and SNTs work together to provide financial support to those eligible to participate.

Program: 12:00 pm – 1:00pm, EST

This will be a live webinar and log in instructions will be emailed 24 hours prior to the event.

CLE Credit: 1.0 General Credit

Speakers:

• Catherine Davey, J.D., LL.M
• Jenn Sikora, ABLE United Brand Ambassador

Registration deadline: TODAY, February 9th, 2023

CLICK HERE to Register

If you have any questions or need help registering, please contact Ashley Velez at ashleyv@ocbanet.org or 407-422-4551 ext. 233.

***If you are an OCBA Member please make sure you login to your account before registering for any events/seminars to receive your member discount if applicable***