ABLE Accounts

Michael Beloff, Certified Financial Planner

Tuesday
April 25, 2023
6:00 p.m. to 7:30 p.m.

Online Presentation
via Zoom

This presentation is the third in a series of three.

This workshop provides an overview of Achieving a Better Life Experience (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.

Michael Beloff, CFP, ChSNC, CAP, ChFC, RICP, has over fifteen years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their specific opportunities, issues, needs, and goals.

Inspired by his son with Autism, Michael has become a Chartered Special Needs Consultant® with extensive training and continuing education on the complex topics and particular challenges of caring for a dependent with special needs, including the constant changes in federal and state laws. Michael’s expertise and ability to educate and empower has made him a noted speaker on the topic of special needs planning at both national and local venues.

More About Michael Beloff

Register by email or by calling 203-332-4535, ext. 2356

Presented by The Kennedy Collective’s Autism Project
in partnership with SPED*NET

Other Presentations in this Financial Advice Series

February 28th: Government Benefits for
Special Needs Families

March 28th: Working While on Benefits

SPED*NET does not provide medical or psychological advice, diagnosis, or treatment. The material in this presentation is provided for educational purposes only.