Part of Cascade Investment Group’s Financial Education Series
Millions of individuals with special needs and their families count on a variety of public benefits for income, health care and assistance with food and housing. But until recently, those eligible were left facing a tough decision: either save for the future or qualify for benefits.
That changed when the Achieving a Better Life Experience (ABLE) Act was signed into law and new tax-advantaged savings accounts were finally available for families like yours and mine.
This new workshop covers the ins and outs of these new accounts. We’ll discuss who is eligible, who owns the account, who can contribute, what the contributions limits are, and more.
We know how crazy schedules can get, especially during the holidays, so this new workshop will be offered twice. Once on Tuesday, December 4 with a repeat on Thursday, December 6.
I hope you can join us!
Registration is required as seating is limited. A complimentary lunch will be served.
Rob Wrubel, CFA® AIF® AEP®
Senior Vice President
Rob Wrubel works with individuals, nonprofit organizations and businesses on financial planning including, asset management and protection, special-needs planning, wealth transfer and business retirement plans. Rob is a parent of a daughter with Down syndrome who works with families across the country helping them implement financial plans that take into account the unique and challenging issues they face. Rob is a sought-after speaker for special needs organizations. He’s delivered workshops and talks to organizations serving people with Down syndrome, Fragile X and other disabilities.
Rob is the best-selling author of the award winning book, Financial Freedom for Special Needs Families: 9 Building Blocks to Reduce Stress, Preserve Benefits, and Create a Fulfilling Future, aims to help families who have a member with Autism, Down syndrome, a brain injury, Cerebral Palsy or some other cause of an intellectual or developmental disability. His book was a finalist in the IBPA Benjamin Franklin Award™ program and won silver.
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