Date and Time
Oct 3 2017
6:30 PM - 9:00 PM
3075 Ridge Pike
Eagleville, PA 19403
Tuesday, October 3rd
Speakers: Jeffrey Slavich and Robert Touzeau, CLU, ChSNC, LUTCF
Title: Special Needs Planning – The Able Act
Topic: President Barack Obama signed the Achieving a Better Life Experience, or ABLE Act on December 19, 2014 as part of the Tax Increase Prevention Act of 2014. The new law will allow qualified individuals with disabilities to have tax-free savings accounts.
This workshop provides an overview of the ABLE Act, as well as special needs trusts, and how they may help to ensure quality of life for dependents with special needs.
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