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ABLE Act Webinar

November 2 @ 1:00 pm - 2:00 pm

ABLE Act Webinar

Tuesday, November 2, 2021
1:00PM Central Time

with Kelly Piacenti, MA, CHSNC, Head of MassMutual SpecialCare and Jerry Hulick, CLU, ChFC, ChSNC, CLTC

You must register in advance for this meeting.

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About the Webinar

President Barack Obama signed the Achieving a Better Life Experience, or ABLE Act on December 19, 2014 as part of the Tax Increase Prevention Act of 2014. This law will allow qualified individuals with disabilities to have tax-free savings accounts.

This workshop provides an overview of the ABLE Act, as well as special needs trusts, and how they may help to ensure quality of life for dependents with special needs.

About ABLE Act Eligibility

Please note that not all individuals with disabilities will be eligible to open an ABLE account. The ABLE Act limits eligibility to individuals with significant disabilities with an age of onset of disability before turning 26 years of age. You do not have to be under the age of 26 to be eligible for an ABLE account. You can be over the age of 26, but the disabling condition must have occurred before your 26th birthday. (Source: The ABLE National Resource Center)

About the Speakers

Kelly Piacenti, MA, CHSNC is the Head of SpecialCare with MassMutual, based in Somerset, New Jersey. Kelly serves on the National Board of Directors for UCP and formerly on the National Board of The Arc for 8 years until 2020. She also serves on the Advisory Board for The Academy of Special Needs Planners, as well as The American College MassMutual Center for Special Needs. As a mother of a child with special needs, Kelly possesses the knowledge, insight, and empathy to act as a mentor and resource for families facing similar challenges.

Jerry Hulick, CLU, ChFC, ChSNC, CLTC started The Washington Group Special Care Planning Team in 2004. The team assists families with financial planning and provides a wide range of expertise to fit the diverse concerns of Special Needs families. Jerry has spoken across the country at various conferences dealing with issues and planning for the special needs community He has been active in the financial services industry for over 40 years and received the Chartered Special Needs Consultant (ChSNC) designation on June 1, 2011.
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Details

Date:
November 2
Time:
1:00 pm - 2:00 pm