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.