Webinar, March 17th, 2022, with the CASE Collaborative of Concord, MA. The roadmap to enrollment takes you from the pathway of being ABLE eligible to enrollment as you ask questions such as what is ABLE? Who is
eligible? What can funds be used for? How to manage the account? How do I enroll?
Topics will include:
- ABLE Accounts and Qualified Disability Expenses:Expenses That Do or Do Not Meet QDE Criteria
- The Impact of an ABLE Account on Social Security and SSI Disability Benefits
- Maximizing the Use of an ABLE Account Without Jeopardizing a Range of Other Benefits
- A Range of Strategies for Funding an ABLE Account
- Using ABLE Accounts to Support the Transition from School to Adult Training, Higher Education,
Work, and Independent Living
About the speaker: Michael Weiner is Financial Advisor specializing in Special Needs. Michael has gained a wealth of experience navigating through available programs and resources for his own son with Special Needs.
He says he was fortunate because he had the time and ability, but he has met many families who have no idea how or where to start.
RSVPs are required to Sue Campbell, Resource Assistant, CASE Collaborative, scampbell@casecollaborative.org.
