How ABLE Accounts & Special Needs Trusts Work Together for People with Disabilities and their Families

CommunityAmerica’s Special Needs Planning Center, the Missouri Treasurer’s Office, and Progressive Community Services are pleased to announce two free workshops for individuals with disabilities, their family members, and guardians, as well as the professionals who support them.

The workshops will cover how ABLE accounts and Special Needs Trusts (SNTs) are powerful financial tools that can work together to support people with disabilities in accumulating resources, while also protecting benefits such as SSI and Medicaid. Short and long-term financial planning considerations will also be discussed. Join our team of experts to learn how you can incorporate ABLE accounts and SNTs into your financial future. The workshops will be offered both in person and virtually.

Presenters:
Scott Adams with Special Needs Planning Center and Brandon Alexander from the MO State Treasurer’s Office

Thursday, March 30, 2023

For Professionals
11:30 a.m., with lunch being provided by Special Needs Planning Center (SNPC)

For Individuals with disabilities, Parents, and Guardians
5:30 p.m., with dinner being provided by SNPC

If you’d like to attend virtually, please let us know when you RSVP and we’ll send you the connection information.

RSVP to cwhite@sb40pcs.com or 816-364-3827 ext. 1127 (if you plan to attend virtually, a link can be sent to you to join.)

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Disclaimer: Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), Member FINRA/SIPC. CuFi is a SEC registered investment advisor. Products offered through CuFi: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CuFi is a wholly owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica and The Special Needs Planning Center are marketing names used by CuFi