2021 ABLE updates are here! Protecting your loved one's means tested benefits is an ongoing task. It's important to stay abreast on the legislative, tax, and plan changes affecting ABLE accounts and resulting impact on your current ABLE strategy and overall special needs financial plan.

Perhaps you're an ABLE pro in need of a refresher, or maybe you've heard of ABLE but aren't well versed on the important fundamentals that make this account so powerful! This webinar is designed to be insightful, informative, and valuable for all knowledge levels.

Join us on Wednesday, May 12th at 12:00pm, as we delve into the world of ABLE to give you all the tips, tricks, and important reminders you'll want to know!

Agenda:

• ABLE account basics.

• 2021 ABLE plan changes.

• Medicaid payback updates.

• ABLE investment options and performance review .

• ABLE tax reminders and changes.

• Using the pre-paid cards: tips, tricks, and reminders.

• ABLE audit results from Social Security, Office of Inspector General.

• Pending ABLE legislation and possible upcoming plan changes.

• And more!