Community School Now Enrolling for the 2024-25 Year! Learn More »

Menu
Search
Close this search box.
Loading Events

« All Events

ABLE Accounts 101

March 13 @ 5:00 pm - 6:00 pm

During this free webinar, participants will gain a basic understanding of how ABLE accounts are created and what types of expenses these funds can be used for. You’ll also learn how they can benefit your adult child with special needs as you plan for their financial future.

Location

This workshop will be offered virtually by Zoom. Attendees will receive a link after registering.

Schedule

5:00-6:00 p.m. | Presentation followed by a Q&A

Presented By

Karen Starbowski, SpecialCare Planner, MassMutual Arizona

Event Contact

Beth Salazar, SARRC Planned Giving Manager, [email protected] or 602-574-7845

Thank you to SARRC’s Planned Giving Professional Advisory Council for coordinating this workshop:

  • Emily Taylor, Emily Taylor Law PLLC, Chairperson of the Council
  • Dave Binsfeld, General Southwest Insurance Agency
  • Elana Campbell, Intentional Students
  • Matthew Cherry, ABLE Financial Group
  • Robin Cochran, Honor Health
  • Mike Gombrich, Affirm Wealth Advisors
  • Charlotte Johnson, Davis Miles McGuire Gardener
  • Emily Kile, Kile Law Firm
  • Stephanie King, Charles Schwab
  • Kelly Kral, Dyer Bregman Ferris Wong & Carter, PLLC
  • Jill McIlroy, Arizona Community Foundation
  • Hannah Malinski, Zia Trust
  • Troy McNemar, McNemar Law Offices, P.C.
  • Rachel Page, CFP
  • Jay Parke, Walker & Armstrong LLP
  • Megan Selvey, Bivens & Associates, P.L.L.C., Vice-Chairperson of the Council
  • Karen Starbowski, SpecialCare Planner, MassMutual Arizona
  • Annette Stertzer, Bank of America, N.A. – US Trust
  • Lisa Sullivan, Trust Bank
  • Janet Tubbs, Insurance Professionals of AZ
  • Jacquie Weflen, TFO Phoenix
  • Matthew Wells, Renaissance Financial

Details

Date:
March 13
Time:
5:00 pm - 6:00 pm

Venue

Zoom