piggy bank with coins** NEW**

    • Check out this NEW ABLE Resource specifically for self-advocates!
    • 6 Steps to Open Your Own ABLE Account and begin saving!

On March 28th The Arc Wisconsin hosted an on-line presentation on Special Needs Financial Planning to discuss both ABLE accounts and special needs trusts (SNTs), and how these planning tools interact with one another.

See Materials from the Webinar here: 

Presentation Slides

Webinar Recording

Follow-Up Questions from March 28 Webinar

Compare ABLE Programs by using this tool.

Overview from the Wisconsin Department of Revenue.

Presenters:
Kathleen Oberneder ChSNC®
Financial Advisor, LLC
Crescendo Wealth Management
www.crescendowm.com

Barbara S. Hughes
Vice President, The Arc Dane County
Attorney
Christenson Johnson, LLC
www.cjlawwi.com

Please consider supporting The Arc Wisconsin educational activities by making a donation.

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