CLO – ABLE Act Workshop (Lenexa)

Loading Map....

Date/Time
Date(s) - 09/28/2017
4:00 pm - 5:30 pm

Location
CLO JOCO

Categories


 ABLE Act Workshop

This workshop will introduce you to the Achieving a Better Life Experience (ABLE) Act, designed to assist individuals and families to save funds for supporting individuals with disabilities. Parents can expect to learn:

  • How to establish accounts
  • Who can contribute and how much can be saved
  • Allowable withdrawals and tax implications
  • Coordination with Medicaid, SSI and other benefits
  • How to combine with special needs trusts and other planning tools

This new workshop will be facilitated by Scott Adams, Vice President, Special Needs Planning, CFP,® ChSNC,™ ChFC. Scott will share both his personal and professional experiences of planning for his own children with special needs.

No pre-registration needed. To learn more about the Special Needs Planning Center, visit snpcenter.com

For more information contact Yolanda Hargett at
Ph: 913-221-3632 or Email: yolandahargett@clokan.org

Loading...

Send this to friend