« Back to Events

APS Presents: Optimizing Illinois ABLE Accounts

Start:
January 23, 2018 7:00 pm
End:
January 23, 2018 8:30 pm
Category:
,
Organizer:
Sue Hans/ Amanda Beranek
Venue:
New Trier Northfield Campus
Address:
Google Map
7 Happ Road Building C- Board Room C234, North Entrance , Northfiled, IL, United States, 60093

The Association of Parents and Staff (APS) is an organization of parents who have children with special needs in any of NSSED's 18 member school districts, and the staff who serve them. Our mission is to make a difference in the lives of our children with disabilities through advocacy, partnership and support. Together with our staff partners, we hope to heighten awareness and understanding of learning differences, provide ongoing training and education, and offer support and connections to all.

Presented by: JJ Hanley, Director IL ABLE, Office of the State Treasurer and Mike Walther, CPA, Oak Wealth Advisors

ABLE accounts are the newest tool available to families in their planning for the financial future of their loved ones with special needs. ABLE programs make it possible for people with disabilities and their families to save and invest tax -free up to $100,000 without losing SSI and other federal means-tested benefits. This presentation will highlight the planning opportunities and explain the limitations of these wonderful new accounts.  Attendees will learn how to compare, open, fund, manage and make distributions from ABLE accounts.

JJ Hanley is Director of IL ABLE for the Office of the State Treasurer, which leads a 16-state, bi-partisan alliance to build ABLE programs nationally.  JJ is a parent advocate and professional, serves on the Financial Advisory Council for the Empowerment of People with Disabilities (FACED), the steering committee for Equip for Equality's Illinois ADA project and is a member of the Illinois Council on Developmental Disabilities.  Mike Walther holds the CPA/PFS designation, is a certified Financial Planner and a Chartered Financial Analyst. Mike founded Oak Wealth Advisory in 2008. Mike opened the firm so that families could have access to experienced and objective advice targeted to meet the unique needs of those planning for the long-term well-being of a loved one with a disability.

ADVANCE REGISTRATION IS REQUIRED. Register by: Friday, January 19, 2018

iCal Import + Google Calendar
Resize Font
Enable Contrast Options