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Special Services: Understand ABLE Accounts and Special Needs Trust

The presenter is Donald T. Brown, ChFC, ChSNC, CASL, who has been in the financial services industry for more than 30 years. He has been recognized as an industry leader in personal production and management. Educating individuals and families on how to plan for dependents with special needs properly is a primary focus of Don’s practice.

Learn how these two pillars of special needs planning may be used to maximize resources.

Topics include:

  • protecting government benefits

  • eligibility requirements & guidelines for use

  • funding options

Information will be presented simply and practically on how you might best provide quality of life and a lifetime of care. Participants are welcome to a resource kit and complimentary consultation.

REGISTER HERE

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October 17

Parent's Night Out!

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October 23

CBAP Parent Meeting