Broker Check
21 Sept
Understanding ABLE Accounts, Special Needs Trusts, & Guardianship

Description

- presented by Donald T. Brown, ChFC, ChSNC
- hosted by Durand

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

We will also address frequently asked questions about the different options for guardianship. Gain peace of mind for the difficult question of “What will happen when I’m gone?” by learning more about providing quality of life and a lifetime of care.

Register at https://nationallife.zoom.us/meeting/register/tJMrd-ypqDsqE9HlNOtDocVnJDiZRelYX7_1


TC127433(0622)

Date and Time

Wed, Sep 21, 2022

7:00p - 8:15p EST

Location

Zoom

Note

Register at https://nationallife.zoom.us/meeting/register/tJMrd-ypqDsqE9HlNOtDocVnJDiZRelYX7_1. Contact Elizabeth at eneumann@nlgroupmail.com or 848.200.7155 with any questions.

PT1H15M
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