2019 SunTrust Financial Planning / Virginia

Start Date:
Saturday, January 12, 2019
End Date:
Saturday, January 12, 2019
The Westin Virginia Beach Town Center
4535 Commerce Street
Virginia Beach, VA 23462
United States
10:05 AM Breakout Sessions // All breakout sessions will be offered four times throughout the program for forty minutes each between 10:05 am and 1:00 pm. You will have to opportunity to attend all sessions, if you choose to do so.

Saturday, January 12, 2019

10:05 AM - 1:00 PM

ABLE Accounts

Location: Monarch I

This session will provide an overview of how an ABLE account, which is a tax-advantaged savings vehicle, that can be used to save for future needs without sacrificing an individual's eligibility for public benefits such as SSI and Medicaid.  Please enter "1" in the box if you wish to be a part of this session. 


10:05 AM - 1:00 PM

Accessing Funding

Location: Monarch III

This session will cover Virginia Autism Insurance Mandates, Disability Waivers, Virginia Pediatric Program, TEFRA and additional Community Care Services Programs.


10:05 AM - 1:00 PM


Location: Crescent Room - Lobby Level

This session will define who can be chosen or appointed as a "guardian" to make decisions for another person and manage his or her affairs.  This session will also discuss what conservatorship means and when it's necessary.


10:05 AM - 1:00 PM

Special Needs Trust

Location: Monarch II

This session explains what a Special Needs Trust is and why it may be necessary.