Webinar Registration

Unlocking the Power of ABLE Accounts:
A Guide for Financial Advisors

Boost Your Client's Special Needs outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, May, 29

12:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Kristin Carleton

Special Needs Planner All Needs Planning

Mary Morris

CEO Virginia529

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.