By Greenwich Patch | October 25, 2016
Abilis Fall Speaker Series Addresses Financial Planning and Holidays for Families with Disabilities
Two speaker sessions are scheduled for the month of November and include information on financial planning for families with children with disabilities and how to navigate the holidays. Details are:
Wednesday, November 2, 2016
Special Needs Trusts or ABLE Accounts? Financial Planning for Your Child
Presented by Stephen Ehrens, CPA and Wealth Advisor
Time: 7:00 p.m. to 8:15 p.m.
Location: Abilis 50 Glenville St., Greenwich, Connecticut
Financial planning for the future of your child. Stephen Ehrens, CPA and Wealth Advisor, will discuss Estate Planning considerations, Special Needs Trusts, Wills, Benefits (SSI and Medicaid), Insurance, and Investments. Also, how the just-signed-into-law ABLE Accounts will provide a tax-sheltered vehicle for your child of any age. Detailed information package provided.
For additional information, visit: abilis.us/calendar.