ABLE Accounts and Financial Advising for Families with Special Needs Children
Registration Link: https://attendee.gotowebinar.com/register/1277319553973249538
Participants will learn about the importance of Special Needs Financial Planning which will involve discussion on what a 529 ABLE Savings Account is, who is eligible to open an ABLE Account, how they compare to a Special Needs Trust, how an individual can use both an ABLE Account and a Special Needs Trust, and finally the role of professional advice in a comprehensive special needs plan.
Kathleen Oberneder - A passion for empowering individuals to better understand and take control of their financial futures is a key motivator for Kathleen. As a Financial Advisor at Crescendo Wealth Management, LLC, Kathleen brings more than 18 years of experience in the financial services industry.
Kathleen started her career as a Speech Language Pathologist working in a hospital in North Carolina after she finished Graduate School. She found that evaluating and treating individuals who suffered from neurological disorders, or injuries actually correlated well with the financial services industry. “Money and Health are two things that are very important to individuals, and both can be confusing and intimidating enough where people are not making the decisions and taking the actions they need to protect themselves.”
Kathleen has three daughters; the youngest Emily was born in 2010, with Down Syndrome. It was this life event that helped her to realize the financial industry was not properly serving families like hers. Kathleen has focused her practice on working with families who have loved ones with Special Needs. This has allowed her to use her years of experience of providing financial education to assist families who are like her own to help them plan for their future and that of their special needs loved one. She is a frequent speaker and writer on topics related to Special Needs Financial Planning, including the new 529 ABLE Savings Accounts.
Workshop Registration Form
Registration is required for all WI FACETS–sponsored workshops. You may use the form below to register or you may register by contacting Sandra McFarland at 877-374-0511. If you use the form, please make sure to include the title and date of the event you are registering for.
All WI FACETS-sponsored workshops are free. Requests for any special accommodations must be made at least two weeks prior to the event. Please list any accommodations requested in the “Special Request” box below.