Tuesday March 29 2016, 2:00 PM - Tuesday March 29 2016, 3:00 PM
@ online

The ABLE National Resource Center invites you to learn from a panel of experts about how ABLE accounts might interact, and compare to, special needs trust, pooled income trusts, and financial and benefits planning.  Areas to be addressed will include:

• What are critical factors to make informed decisions? 
• What are the differences between various types of trusts? 
• Would I want to open an ABLE account in addition to or instead of a trust? 
• What is the range of costs involved in opening a trust or an ABLE account? 
• What is benefits planning and how does it relate to financial planning? 

Moderator: Michael Morris, Executive Director of National Disability Institute

Panelists:

• Yolanda Mazyck, Executive Director of Shared Horizons Pooled Special Needs Trust
• Kelly Thompson, Trust and Estate Attorney James Sheldon, Supervising Attorney at Neighborhood Legal Services Inc.
• Mark Friese, Vice President at Merrill Lynch, Menick-Friese Group 
• William Thompson, Deputy Executive Director of Florida Prepaid College Board, Florida ABLE Program  

Please note: Real time captioning will be provided for this webinar. For other accommodation requests, questions about the webinar, or the registration process, please contact Christopher Rodriguez at crodriguez@ndi-inc.org.