In Office Workshop/Online Webinar

Date:            December 13, 2018

Time:             3:00 – 5:00

Presenter:   Stephen W. Dale

The workshop will cover an overview of the ABLE Act including:

  •  The basics of ABLE
  •  Who is in charge of ABLE Accounts
  •  How to sign up for an ABLE Account
  •  The Medi-Cal lien
  •  How to use an ABLE Account for housing and in some cases, increase SSI by ~$3,000/yr
  •  How to use ABLE Accounts with special needs trusts

To register for the in-office workshop, contact

to participate online:  link to

Questions?  Contact 925-826-5564