Leveraging ABLE Accounts for Eligible Individuals with Disabilities Overview and Updates on Virginia's ABLE Savings Programs
Date/Time
4/25/2024
12:00 PM - 1:15 PM
Event Registration
Event Type(s)
Chapter Event
Event Description

This session will be held in conjunction with the NCVSCPA annual chapter meeting. We will start promptly at noon to elect our 2024-2025 Board Members. This should be approximately 10-15 minutes. The session begins immediately following the annual meeting and will run the normal 60 minutes for 1 CPE credit.
 



The Achieving a Better Life Experience (ABLE) Act offers more than eight million Americans with disabilities and their families the ability to establish a tax-advantaged ABLE savings account without fear of losing eligibility for certain public benefits, including Medicaid and Supplemental Security Income (SSI) payments.

Attend this session to separate fact from fiction and understand how ABLE accounts work. We’ll review ABLE basics and provide updates on Virginia’s direct-sold ABLEnow program and advisor-sold ABLEAmerica program.

Learning objectives:

  1. Increase knowledge of the components of ABLE accounts and how they can support the financial needs of individuals with disabilities and their families

  2. Understand the current status of ABLE accounts and opportunities to maximize their benefits

  3. Incorporate ABLE accounts into your planning to enhance quality of life related to employment, education and community integration in both the short and long term.


Presenter Bio
Brittany Bullock joined Virginia529 in 2013 as a Financial Operations Analyst. Since then, she has moved into the role of Relationship Marketing Specialist, spending most of her time traveling the Central and Tidewater regions of the state educating individuals and families on the importance of ABLE accounts and how empowering they are for people with disabilities. As part of the marketing team, she also conducts virtual events and webinars both statewide and nationwide. Brittany has a B.S. in Business from Virginia Commonwealth University, with a concentration in International Business. She is passionate about helping others and looks forward to sharing this wonderful information with you all.

Location
Setting: Live Virtual
Details

Title:    Leveraging ABLE Accounts for Eligible Individuals with Disabilities Overview and Updates on Virginia’s ABLE Savings Programs

Goal:    Attend this session to understand how ABLE accounts work. We’ll review ABLE basics and provide updates on Virginia’s direct-sold ABLEnow program and advisor-sold ABLEAmerica program.

Time:    12:00 - 1:15 pm

Date:    April 25th

Location:    Live virtual webinar

Cost:    Free to members and non-member guests pay $25

Benefit:    1 CPE

Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
4/25/2024  


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