Historically an individual with a disability was limited to how much they could save for their future. In CT if you have more than $1600, essential government benefits such as Medicaid and SSI could be eliminated. Now with ABLE accounts individuals can save up to $15,000/year in tax advantaged savings accounts. Learn the ins and outs and the pros and cons to this exciting new planning tool for individuals and families with special needs.
Please use this link to register or email: jhawkins@FuturesPlanned.com
Stuart Hawkins has been a financial advisor for over 30 years, with a focus and passion for Special Needs Planning (SNP) since 2005. His journey as the parent of a young adult with special challenges enables him to offer in-depth knowledge, compassion, and experience to his SNP clients. He has presented his workshop to over 75 organizations throughout the state of CT. In his spare time, he is the Board Chair of PLAN of CT, a non-profit that acts as a trustee for Special Needs Trusts. He volunteers as a Special Olympics coach, and also actively raises funds for pediatric brain tumor research.
Stuart Hawkins, CLU®, AIF® 860.313.1447 shawkins@FuturesPlanned.com
FuturesPlanned, LLC 15 North Main Street, Suite 101, West Hartford, CT 06107
Securities offered through Parkland Securities, LLC. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Futures Planned, LLC is independent of Parkland Securities, LLC and SPC. These workshops are for informational purposes only and should not be construed as legal advice. Consult your legal counsel regarding your specific situation.