Empowered-Services

Zoom Webinar Empowering Futures: Important Investing Considerations for Special Needs Trusts

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! […]

$35