About This Event
Financial Preparedness Series
1/7/25 Able Accounts, Amy Corbin, Executive Director of the ABLE Authority
Amy Corbin is the Executive Director for the ABLE Authority which oversees INvestABLE Indiana, the state’s 529A ABLE savings plan.
Description: This workshop will include information on the ABLE process including the ABLE Authority, InvestABLE Indiana, the states 529A ABLE savings plan. The ABLE program in Indiana will dramatically impact and improve the lives of individuals with disabilities.
1/14/25 ARC Special Needs Trust, Sarah Geis, Senior Director of Engagement at The Arc Master Trust
Sarah Geis is the Senior Director of Engagement for The Arc Master Trust and joined The Arc Master Trust in January 2022. Prior to this position, Sarah worked for Autism Society of Indiana, assisting those receiving direct care services in central Indiana.
Description:
This presentation will cover the basics about special needs trusts and how they can be used to protect financial resources while ensuring eligibility for government benefits like SSI, Medicaid, and others. We’ll review the two types of special needs trusts that can be created (third-party and first-party) and the ways in which they can be set up.
1/21/2025 Money Basics for Life, Kathy Lovell Regions Bank
11/28/25 Credit and Identity Theft, Kathy Lovell, Regions Bank
About This Event
Financial Preparedness Series
1/7/25 Able Accounts, Amy Corbin, Executive Director of the ABLE Authority
Amy Corbin is the Executive Director for the ABLE Authority which oversees INvestABLE Indiana, the state’s 529A ABLE savings plan.
Description: This workshop will include information on the ABLE process including the ABLE Authority, InvestABLE Indiana, the states 529A ABLE savings plan. The ABLE program in Indiana will dramatically impact and improve the lives of individuals with disabilities.
1/14/25 ARC Special Needs Trust, Sarah Geis, Senior Director of Engagement at The Arc Master Trust
Sarah Geis is the Senior Director of Engagement for The Arc Master Trust and joined The Arc Master Trust in January 2022. Prior to this position, Sarah worked for Autism Society of Indiana, assisting those receiving direct care services in central Indiana.
Description:
This presentation will cover the basics about special needs trusts and how they can be used to protect financial resources while ensuring eligibility for government benefits like SSI, Medicaid, and others. We’ll review the two types of special needs trusts that can be created (third-party and first-party) and the ways in which they can be set up.
1/21/2025 Money Basics for Life, Kathy Lovell Regions Bank
11/28/25 Credit and Identity Theft, Kathy Lovell, Regions Bank