ABLE Accounts Workshop

Next up in our Wayfinder Speaker Series sponsored by Cary Estate Planning:

Join us for an informative session on ABLE Accounts (Achieving a Better Life Experience).

Learn about the benefits and importance of opening an ABLE account. Our experts will provide a clear overview of what ABLE accounts are, including their eligibility requirements (age of onset up to 46 starting in 2026), the different investment options available, and how they are crucial for securing your loved one's financial future without jeopardizing their eligibility for essential government benefits like SSI and Medicaid.

Who Should Attend:

• Parents and grandparents of children with disabilities are especially encouraged to attend.
• Individuals with disabilities who meet the eligibility criteria and are seeking a tax-advantaged savings and investment tool.
• Family members and professionals who support individuals with disabilities in financial planning.

What to Expect:

• Gain valuable insights into the tax-advantaged nature of ABLE accounts and how funds can be used for Qualified Disability Expenses (QDEs).
• Understand the key differences and synergies between ABLE accounts and Special Needs Trusts (SNTs).
• Get your specific questions answered during a dedicated Q&A session.
• Check out our resource tables for additional materials and information from local organizations.

Future Topics in the Wayfinder Speaker Series will cover a roadmap for a secure future, including: Social Security benefits, healthcare, wellness, and data-driven planning!

Don't miss this opportunity to take the next step in securing a stable future. We look forward to seeing you there!

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