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SunTrust Special Needs Financial Planning Workshop: Charlotte

Start Date:
Saturday, September 30, 2017
End Date:
Saturday, September 30, 2017
Location:
The Ballantyne
10000 Ballantyne Commons Pkwy
Charlotte, NC 28277
10:00 AM Breakout Sessions (Ballantyne Ballroom) // All breakout sessions will be offered four times throughout the program for forty minutes each between 10:15am and 1pm. You will have to opportunity to attend up to four sessions.

Saturday, September 30, 2017

10:05 AM - 1:00 PM

ABLE Accounts

Location: Ballantyne D

In this session, attendees will learn about a new type of savings option made available for families of individuals with disabilities through the Achieving a Better Life Experience (ABLE) Act of 2014. This session will focus on their state’s ABLE Account policies, including contribution and account limits, program manager, status of enrollment, how funds can be used, and more. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Additional funding streams

Location: Ballantyne C

In this session, attendees will learn about the other funding sources and ways to receive financial support, especially when working with limited resources. This will include information on Medicaid, SSI/SSDI, waiver programs, and more. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Financial planning overview

Location: Ballantyne E

In this session, an overview of a comprehensive financial plan will be presented. In addition, attendees will learn about the other funding sources and ways to receive financial support, along with the steps to take to begin creating a financial plan for now and the future. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Guardianship

Location: Ballantyne B

In this session, attendees will learn about the various levels of guardianship, from conservatorship to guardianship.

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Special Needs Trust

Location: Ballantyne A

In this session, attendees will learn about the various pieces to developing a Special Needs Trust, including crafting a letter of intent, how to fund a trust, what provisions are included, and more. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm