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Resource Center Financial Planning with ABLE Accounts
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Resource Center Financial Planning with ABLE Accounts

Financial Planning with ABLE Accounts

Financial Planning with ABLE Accounts

With an Attainable® Savings Plan, individuals with disabilities and their families can save for qualified disability expenses while keeping benefits such as Supplemental Security Income and Medicaid. In this webinar, recorded in September 2023, Cynthia Haddad, Certified Financial Planner at Affinia Financial Group, discusses the key features of ABLE accounts and shares real-life examples of how clients utilize these accounts to benefit themselves or family members. Please note that Attainable contribution limits change each year. Refer to our Attainable page for the most up to date limits.

Download the webinar slides to follow along.