In this webinar, Joanna Craney, ChFC®,ChSNC®, WMCP® Founder/Partner/Special Needs Planner of Empowered Financial Strategies, and Karen Carr, Outreach Specialist at the PA Treasury, join together to provide information regarding the PA ABLE Account. Listen in to learn the basics of PA ABLE, including information on how to check if you are eligible, how to get started, and account set-up. Learn about allowable contributions with and without earned income, practical uses for everyday expenses, and using ABLE accounts strategically in special needs planning.
PA ABLE: Basics and Practical Use in Disability Planning
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Empowered Financial Strategies and guest speakers are unaffiliated with HTK. HTK does not provide legal and tax advice. None of the guest speakers are affiliated with HTK. All investing involves risk including the possible loss of principal. No strategy assures success or prevents loss. 7187391RG_Oct26