Archive | March, 2018

WEBINAR: Learn How ABLE Accounts Work in Wisconsin

Learn How Wisconsin Residents May Enroll in ABLE  in this 1 hour webinar Wednesday, March 28 at 6:30 PM – 7:30 PM Presented by: Kathleen Oberneder & Barbara S. Hughes Join us for a presentation on Special Needs Financial Planning to discuss the new IRS Section 529A ABLE accounts and special needs trusts (SNTs), and how these planning tools […]

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