Broker Check
09 March
529ABLE

Description

Carrie Waters Schmidt MS, CFP®, CDFA®*, AWMA®, ADPA®, CSRIC™  will give an in-depth presentation on the 529ABLE account, often considered a more cost-effective alternative to a Special Needs Trust. She will cover what a 529ABLE is, who is eligible for one, how having one impacts the ability to receive Government Benefits, and the many reasons why they are an excellent tool regardless of whether or not you already have a 529 college account and/or a Special Needs trusts. 

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Date and Time

Thu, Mar 09, 2023

12:00p - 1:00p CST

Location

Microsoft Teams

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