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Special Needs Trust

Sun, Jun 14

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Virtual event

What's the connection between SSI rules, ABLE Accounts, and Special Needs Trusts - how can they work together for long-term stability ?

Special Needs Trust
Special Needs Trust

Time & Location

Jun 14, 2026, 3:30 PM – 5:00 PM

Virtual event

About the event

Join us for an informative session by Sanju on Special Needs Trusts and basics of financial planning. This session will offer an easy to follow discussion focused on clarity and real-life application.


Topics:

  • How SSI works (the "$2,000 rule" explained simply)

  • What an ABLE account is and when to use it

  • What a Special Needs Trust is and when it's needed

  • How to structure money (Checking-> ABLE->SNT)


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