Description:  In this workshop, participants will learn the difference between ABLE accounts and special needs trusts. They will learn how they can work together and the benefits of having either or both of these in their planning for their loved one with a disability. Participants will also learn who to make sure is on their team for planning the long-term future of their loved one.

Presenters:

Kacy Seitz and Melissa Burback

Kacy Seitz and Missy Burback are wealth management advisors and special needs moms. It is because of their own financial planning difficulties that they have built a practice around helping families like theirs develop a team and a strategy to accomplish the goals and vision for their loved one with a disability. Between the 2 of them, they have over 35 years of planning experience, they work with families in over 40 states, and have the privilege of educating other advisors around the country on how to help families with a special needs family member do the right planning.

Learning objectives:

1. For participants to understand the differences between ABLE accounts and special needs trusts
2. For participants to understand how ABLE accounts and special needs trusts can work together
3. For participants to understand the important roles/players they need on their planning team for their loved one with special needs