Elville Legacy Series: ABLE Accounts – A Financial Tool to Promote Health, Independence, and Financial Stability
For people with disabilities who receive means-tested benefits such as SSI and Medicaid, saving for the future can be challenging without potentially affecting important benefits. ABLE accounts provide an opportunity for eligible individuals to save, invest, and pay for qualified disability expenses while maintaining greater financial independence.
Join Kelly Nelson, Outreach and Communications Manager for Maryland ABLE, for a practical overview of how ABLE accounts work. Kelly will discuss eligibility, opening and managing an account, qualified disability expenses, tax-advantaged savings and investment options, online gifting, and tools that make accessing funds easier.
Whether you are an individual with a disability, family member, caregiver, or professional advisor, this presentation will provide a clearer understanding of how an ABLE account can support greater financial security and independence.
To register for the presentation, please click here. After registering, you will receive your personal link to attend the presentation.
Questions beforehand? Please contact Jeff Stauffer, Director of Firm Operations and Community Relations, at jeff@elvilleassociates.com or 443-832-2910.
We look forward to hosting you!