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Topic

ABLE Accounts

Description

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

This presentation is given by Michael Beloff, CFP®, ChSNC®, Founding Partner, Wealth Advisor at Belvedere Wealth Partners.

Time

Feb 16, 2023 06:30 PM in Eastern Time (US and Canada)

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

This presentation was created for educational and informational purposes only and is not intended as tax, legal, or investment advice. Any company names noted herein are for educational purposes only and are not affiliated with or endorsed by LPL Financial.

Speakers

Michael Beloff, CFP®, ChSNC®

Founding Partner, Wealth Advisor @Belvedere Wealth Partners

Michael Beloff, CFP®, ChSNC® is a Wealth Advisor at Belvedere Wealth Partners. Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant. He has spoken at numerous national venues including the National Autism Association, the Autism Society of America, the US Autism Association and COPAA. Michael serves on a number of volunteer boards, including Abilis, the CT Governor’s Workforce Council DEI Committee, and the Advisory Board of the US Autism Association. A graduate of SUNY Albany and Columbia Law School, Michael lives in Stamford with his wife Deborah and son Ben.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Feb 16, 2023 06:30 PM Eastern Time (US and Canada) Topic: ABLE Accounts Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_vQe9jupLQpe_vO8hTdiblw After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Michael Beloff, CFP®, ChSNC® (Founding Partner, Wealth Advisor @Belvedere Wealth Partners) Michael Beloff, CFP®, ChSNC® is a Wealth Advisor at Belvedere Wealth Partners. Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant. He has spoken at numerous national venues including the National Autism Association, the Autism Society of America, the US Autism Association and COPAA. Michael serves on a number of volunteer boards, including Abilis, the CT Governor’s Workforce Council DEI Committee, and the Advisory Board of the US Autism Association. A graduate of SUNY Albany and Columbia Law School, Michael lives in Stamford with his wife Deborah and son Ben.

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