Financial Planning: ABLE Accounts, Trusts, and Rep Payees
PASCO

Organizer

PASCO
Phone
(303) 233-3122
Email
info@pascohh.com
Website
https://pascohh.com

Other Organizers

Location

PASCO
9197 W. 6th Ave Suite 1000, Lakewood, CO 80215
Category

Date

Jul 24 2019

Time

12:30 pm - 2:00 pm

Labels

Featured

Financial Planning: ABLE Accounts, Trusts, and Rep Payees

Featuring:
Christi Romero-Roseth of Colorado Fund for People with Disabilities

  • Learn how to save money for or leave money to an individual on disability benefits, without them losing these benefits
  • Learn about Special Needs Trusts and ABLE Act Savings accounts as you plan for your estate
  • Learn how to serve as a Representative Payee for a person on benefits, managing day to day funds for their benefit

Light snacks will be provided

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