Special Needs Trusts and ABLE Accounts

Event Date: 

Tuesday, March 16, 2021 - 10:00am to 12:00pm

Event Location: 

Webinar

National Disability Institute (NDI) and Neighborhood Allies Live Webinars: Financial Empowerment for Individuals with Disabilities

Achieva Family Trust is proud to partner with the National Disability Institute and Neighborhood Allies on a series of educational workshops designed for financial professionals, and other professionals in the disability community who are assisting individuals to work towards the goal of financial empowerment and independence. The webinars are designed to provide information regarding best practices for the engagement of individuals with disabilities and the various financial options that are available to address their financial needs. 

Following the kick-off session on December 10, 2020, the following additional trainings are offered to further build upon this theme:

Special Needs Trusts and ABLE Accounts

Tuesday, March 16, 2021
10 a.m. - 12 p.m.

This workshop will include all aspects of PA ABLE Accounts, including account basics, eligibility, qualified expenses, advantages, how to enroll, and options for investments. In addition, a review of the three types of Special Needs Trusts will be provided, as another option for asset protection for persons with disabilities.

Presenters:
Jacquelyn E. Connell, Esq., Achieva Family Trust

Ryan Buxton, Field Representative, Pennsylvania Treasury Department


Money Management

Wednesday, April 14, 2021
10 a.m. - 12 p.m.

This workshop will bring together information for financial professionals that includes disability etiquette and best practices for engagement with individuals with disabilities, as well as tools and methods that are available for budgeting, savings, and debt management.

Presenters: Rebecca Johnson, Pittsburgh Financial Empowerment Center
Susan Tachau, Chief Executive Officer, Pennsylvania Assistive Technology Foundation
Katherine Reim, Regional Trust Liasion, Achieva Family Trust, PATF Staff


If you have any questions or need assistance registering, please contact Patty Yerina at 412.995.5000 x589 or futureplanning@achieva.info.

Closed Captioning is Available. These programs are made available through generous funding from the Heinz and FISA Foundations.