Join Mary Morris, CEO of Virginia529, and Kristin Carleton, Special Needs Planner + Commonwealth Savers Board Member, for an essential webinar designed to equip financial advisors with the knowledge and strategies needed to help clients take full advantage of Achieving a Better Life Experience (ABLE) accounts. These tax-advantaged savings accounts empower individuals with disabilities to save for future expenses without jeopardizing their eligibility for crucial government benefits like Supplemental Security Income (SSI) and Medicaid.
In this session, you’ll learn:
✅ ABLE Account Basics – Who qualifies, contribution limits, and key benefits.
✅ Strategic Planning – How ABLE accounts fit into a broader financial plan, including estate and special needs planning.
✅ Investment & Tax Advantages – How earnings grow tax-free and what financial professionals should consider when advising clients.
✅ State-Specific Considerations – Navigating differences in ABLE programs across the country.
✅ Comparing ABLE vs. Special Needs Trusts – When and how each strategy makes sense.
This webinar is ideal for financial advisors, estate planners, and fiduciaries seeking practical insights to help clients with disabilities achieve financial security and independence.
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.