Webinar, September 29, 2026. Free. Part 1 of a 3-part financial wellness series that will discuss financial management and planning that is unique to families with individuals with special needs.
* All presentations will be presented by:
Peter Moustakis, ESQ. and
Lindsey Buckley, ESQ.
* Hosted by the Moody Street Group of Newton.
Topics Highlighted:
What is a Special Needs Trust?
Why establish a Special Needs Trust?
How can funds from a Special Needs Trust be used?
How is a Special Needs Trust typically funded?
What is an ABLE account and how can it be beneficial?
Workshop 2: Funding Wills And Trusts Sept 29
HTTPS://FORMS.CLOUD.MICROSOFT/R/BGTTNU9XDS
Workshop 3: Understanding Able Accounts Oct 13
HTTPS://FORMS.CLOUD.MICROSOFT/R/V3UZSJWPBA
