Educational Webinar
The 529ABLE: The Low-Cost Alternative or Companion to a Special Needs Trust
Supporting families with planning, resources, and financial assistance to secure the future of loved ones with special needs.
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The 529ABLE: The Low-Cost Alternative or Companion to a Special Needs Trust
In this practical webinar, Carrie Waters Schmidt, CFP®, founder of Equanimity Wealth Planning and Investing, explains how a 529ABLE account works and why it can be a powerful tool for individuals with disabilities and their families.
Webinar Content
What you will learn
In this webinar, you will learn:
- What a 529ABLE account is and who is eligible
- What types of expenses can be paid from an ABLE account
- How a 529ABLE account interacts with government benefits
- When an ABLE account can complement or support a special needs trust
- Step by step how to open a 529ABLE account and start using it
Who should attend:
- Families who want to save money without risking government benefits
- Caregivers looking for simpler and more affordable planning tools
- Anyone exploring alternatives or additions to a special needs trust
Watch the Recording
The 529ABLE: The Low-Cost Alternative or Companion to a Special Needs Trust
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