Speaker: Connor Kavanaugh, CTFA, ChSNC
Tuesday, November 7th at 12:00pm
Registration Price: $35
Topics to Discuss:
Introduction to SNT’s
Role of the trustee & fiduciary duty
Maintaining eligibility for government benefits
Important tax considerations
Tips and tricks when managing different investment assets
Utilizing ABLE accounts
Understanding countable & taxable income – There is a difference!
And more!