Special Needs Planning Symposium February 2023

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Below are scheduled upcoming speaking engagements
that you may be interested in attending.
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Special Needs Planning Symposium February 2023

Saturday, February 11, 2023 @ 9:50 am CST

Mike Walther to discuss: ABLE Accounts – Understanding, Evaluating, and Using Them

Saturday, February. 11, 2023 @ 9:50 a.m.
Meritage Resort and Spa, Napa, CA

ABLE accounts are eight years old and have become a staple in special needs planning. Persons with disabilities use them, families still need to understand them, and SNT Trustees can maximize benefits by using them.

This session covers the fundamentals of ABLE, who qualifies, what benefits they receive, and what limitations are in the program. The speakers will then show how ABLE accounts are actually being used by persons with disabilities to enrich their lives. They will discuss how to evaluate the different ABLE programs and things to watch when choosing an ABLE program. Finally, the speakers will go through some of the practical issues they see in obtaining disbursements, coordinating with the SNT trustee, and possible future uses of ABLE.


Saturday, February 11, 2023
9:50 am CST
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Event Location

Meritage Resort & Spa
875 Bordeaux Way
Napa, CA 94558 United States
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