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:
Compare ABLE Programs by using this tool.
Overview from the Wisconsin Department of Revenue.
Kathleen Oberneder ChSNC®
Financial Advisor, LLC
Crescendo Wealth Management
Barbara S. Hughes
Vice President, The Arc Dane County
Christenson Johnson, LLC
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