Financial Planning Series: Special Needs Trusts & ABLE Accounts

Financial Planning Series: Special Needs Trusts & ABLE Accounts

A session on financial planning tools that help individuals with disabilities save and manage money while maintaining access to benefits. What Participants Will Learn Understand how ABLE accounts and Special Needs Trusts support long-term financial planning Compare...
Financial Planning Series: Special Needs Trusts & ABLE Accounts

Financial Planning Series: Understanding SSI & SSDI

An introduction to Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI), focusing on how these benefits support individuals with disabilities during the transition to adulthood. What Participants Will Learn The basics of SSI and SSDI and...