Event Details
Transition Tuesday
Sponsoring Organization: CPAC
What You Need to Know About ABLE Accounts & Special Needs Trusts
Tuesday, April 21, 2026
7:00-8:00pm
No cost
Title Planning for the Future: What You Need to Know About ABLE Accounts & Special Needs Trusts
Presenter : Michael Beloff, Certified Financial Planner
Description: This workshop provides an overview of 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.
Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Belvedere Wealth Partners and Stratos Wealth Partners are separate entities from LPL Financial.
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