Broker Check
04 Oct
Understanding ABLE Accounts and Special Needs Trusts


- presented by Donald T. Brown, ChFC, ChSNC
- hosted by the Branching Out Foundation & Greenwich Autism Alliance

One of the most impactful new strategies in recent years is the ABLE account. Along with special needs trusts, these vehicles are the pillars of special needs funding. Learn the differences between them and how each may be used to maximize financial resources for your loved one(s) with special needs. This includes:
•Protecting government benefit eligibility
•Eligibility requirements and guidelines for use
•Funding options
•Choosing a manager//trustee
Gain peace of mind for the difficult question of “What will happen when I’m gone?” by learning how these two options may help your family provide quality of life and a lifetime of care.

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Date and Time

Tue, Oct 04, 2022

6:00p - 7:00p EST




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