FPA Connect: ABLE Accounts and Multi-Generational Special Needs Financial Planning

Description:

1 CEU for AFCPE® Professionals
Open to AFCPE & FPA Members

Disability-related medical costs are often outside the reach of many families, requiring them to rely on federal and state benefits.  These benefits come with restrictions, including on total assets owned by the disabled individual.  This webinar will explore tools to help improve financial quality of life for disabled clients and their families while preserving social benefits.  We’ll also discuss the importance for multi-generational estate and financial planning to ensure protection and support for the disabled individual.

Presenter: Summer Red, AFC®