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Zoom Webinar Empowering Futures: Important Investing Considerations for Special Needs Trusts
November 7, 2023/12:00 pm - 2:00 pm
$35
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!