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ABLE Account Creation

Class Overview
A comprehensive look into ABLE Accounts: what they are, why they were created, and how they can provide for your loved one. We will also cover the important factors to consider before opening an account for your loved one and considerations for how to fund it.

Why It Matters
Deciding which assets to put in your loved one’s name versus your own can be confusing and potentially costly if done incorrectly. We’re here to show you how ABLE Accounts can provide and secure funding for individuals with special needs to supplement vital government benefits.

Estimated Time
60 Minutes

Estimated Time
20 Minutes

Complete an ABLE Account application and begin to plan how you will fund the account for your loved one.

Estimated Time
60 Minutes

As you complete the webinars, questions will naturally arise. Join our live Q&A sessions to get your answers. Please ensure your questions for each session are focused on its dedicated topic. All Q&A session recordings will be posted here for those unable to attend live.

Next Module – Cash Flow Management ⇾

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For questions about portal navigation or the partnership overall, email our team at futurecareplan@protectedtomorrows.com or click below.

Do you have questions regarding the Series’ topics?

Complete the Ask An Advocate form to receive your personalized support on the four series topics from a Protected Tomorrows’ representative.

Do you need assistance beyond the Future Care Planning Series?

If you would like help with planning topics beyond what the Future Care Planning Series offers, complete the Family Intake Form, and a representative will contact you to schedule a consultation.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Protected Tomorrows does not provide legal or tax advice. Information provided is for informational purposes only and should not be construed as legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations. Protected Tomorrows is a DBA of Simplicity Wealth.