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