ABLE Funds: Understanding the Investment Side of ABLE

November 15, 2016 - 2:00pm to 3:30pm

The ABLE National Resource Center is excited to announce our next webinar taking place November 15th from 2:00 – 3:30 Eastern. This webinar will concentrate on how potential ABLE account beneficiaries and their families can better understand the investment side of owning and maintaining an ABLE account.

  • Areas covered during the webinar will include: 
  • Understanding the difference between a checking account, savings account, and investment account 
  • Understanding the varying degrees of “risk” associated with different investment choices that may be associated with ABLE accounts 
  • Learning more about what characteristics should be taken into consideration when choosing an investment option under an ABLE program 
  • Learning about why fees may vary from one investment option to another 
  • Understanding how and when you are allowed to change investment options under ABLE accounts


Michael Morris, Executive Director, National Disability Institute


Chris Rodriguez, ABLE National Resource Center

John Nadworny, Director of Special Needs Financial Planning, Shepard Financial Partners

Mark Friese, Vice President at Merrill Lynch, Menick-Friese Group

In order to prepare for the webinar we encourage you to watch these short informative videos on ABLE Basics and Becoming ABLE Ready.


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