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Sunshine House Program on Special Needs Financial Planning July 24

Join the Sunshine House for a free presentation on special needs financial planning on July 24, 11:45 am. ABLE (Achieving a Better Life Experience) accounts and SNT (Special Needs Trusts) are the topics of the day. Attorney Richard Hauser, with Pinkert Law Firm, will be on hand to answer questions.

Attendees will learn what an ABLE account is, who is eligible to open an ABLE account and what an ABLE account can be used for. You can also learn how an ABLE account compares with a Special Needs Trust (SNT) and how an individual may use both an ABLE account and a SNT. You will discover how a Wisconsin resident may open a 529A ABLE account in another state, how ABLE accounts may contribute to comprehensive special needs planning and what is the role of professional advice in a comprehensive special needs plan.

A free lunch is served and the session will conclude by 1:30 pm. The Sunshine House is located at 55 West Yew Street in Sturgeon Bay. For more information contact Cindy Weber at 920.743.7943 or [email protected]

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