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ABLE Funds: Understanding the Investment Side of ABLE

 
November 15, 2016 -
2:00pm to 3:30pm

The ABLE National Resource Center is excited to announce our next webinar taking place November 15th from 2:00 – 3:30 Eastern. This webinar will concentrate on how potential ABLE account beneficiaries and their families can better understand the investment side of owning and maintaining an ABLE account.

  • Areas covered during the webinar will include: 
  • Understanding the difference between a checking account, savings account, and investment account 
  • Understanding the varying degrees of “risk” associated with different investment choices that may be associated with ABLE accounts 
  • Learning more about what characteristics should be taken into consideration when choosing an investment option under an ABLE program 
  • Learning about why fees may vary from one investment option to another 
  • Understanding how and when you are allowed to change investment options under ABLE accounts

Moderator:

Michael Morris, Executive Director, National Disability Institute

Presenters:

Chris Rodriguez, ABLE National Resource Center

John Nadworny, Director of Special Needs Financial Planning, Shepard Financial Partners

Mark Friese, Vice President at Merrill Lynch, Menick-Friese Group

In order to prepare for the webinar we encourage you to watch these short informative videos on ABLE Basics and Becoming ABLE Ready.

 

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