Broker Check
04 April
Understanding ABLE Accounts, Special Needs Trusts, & Guardianship

Description

- presented by Donald T. Brown, ChFC, ChSNC
- hosted by Values Into Action NJ

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.
TC125816

Date and Time

Mon, Apr 04, 2022

1:30p - 2:45p EST

Location

Zoom

Note

Contact Elizabeth Neumann at eneumann@nlgroupmail.com or 848.200.7155 to register.

PT1H15M
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