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Understanding the Able Act

With Kathryn J. Bryan, Ph.D., of Skylight Financial Group Special Needs Planning Team

Ernst and Young logo Podcasts supported by  Ernst and Young

Presented: 2017

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Description of Presentation

What is the ABLE act and how can it benefit my family? How does it differ from a trust? Who is eligible? Kathryn J. Bryan, Ph.D., of Skylight Financial Group, will help attendees understand the ABLE act, its rules, regulations and who is eligible. She will explain why a family would want to set up an ABLE account and how it can provide funds needed for qualified disability expenses such as education, housing, transportation, employment training, health and personal/financial services, without disqualifying your child from SSI, SSDI, or Medicaid. Dr. Bryan will also address how an ABLE account can fit into the overall planning for your child’s future.

CFK Resources

  • Ask the Expert: ABLE Accounts (CFK Monthly Connect newsletter article)

Websites

  • StableAccount.com (provided by the Ohio Treasurer's Office)
  • ABLE National Resource Center (provided by the National Disability Institute)
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Phone: 1-440-570-5908
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Westlake, Ohio 44145

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