2018 SunTrust Financial Planning: Jacksonville

Start Date:
Saturday, May 19, 2018
End Date:
Saturday, May 19, 2018
Location:
Crowne Plaza Jacksonville Airport
14670 Duval Road
Jacksonville, FL 32218
10:05 AM Breakout Sessions (Garden Ballroom) // All breakout sessions will be offered four times throughout the program for forty minutes each between 10:05am and 1:00pm. You will have to opportunity to attend all sessions, if you choose to do so.

Saturday, May 19, 2018

10:05 AM - 1:00 PM

ABLE Accounts

Location: Garden Ballroom II

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

Accessing Funding

Location: Garden Ballroom III

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

Guardianship & Conservatorship

Location: Fern Room

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: Garden Ballroom I

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