Florida’s qualified ABLE program, ABLE United, is going back to basics with a roundtable discussion on financial education that will cover topics like saving and investing, as well as opportunities for the disability community to plan for the future with third-party special needs trusts and ABLE accounts.
Attendees will also learn:
- How ABLE accounts can be used to pay for qualified disability expenses
- How individuals with disabilities can save with the help of friends, family and organizations
- How individuals can become investors with ABLE United through one of their eight investment options
- How to enroll in an account
Presenters include:
- Rachel Fackender, Moderator
- John Finch, Director of ABLE United
- Scott Mattson, CPA, Assurance Dimensions (and an ABLE United account administrator for his son)
- W. Keith Seago, Jr., CFP | Financial Consultant, Comerica Securities, Inc. (and an ABLE United account administrator for his daughter)
