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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