Financial Preparedness Series 1/9/24 ARC Special Needs Trust, Sarah Geis, Senior Director of Engagement at The Arc Master Trust Presentation 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. 1/23/24 Able Accounts, Amy Corbin, Executive Director of the ABLE Authority Presentation 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. 1/30/24 Regions Bank, Protecting Yourself from Identity Theft, Sarah Young Learn about the different forms of identity theft and where thieves typically search to retrieve your personal information. Become more responsible and deliberate in how you secure your sensitive information, and learn the importance of monitoring your credit and bank statements to identify suspicious activity. Learn how to prevent yourself from becoming a victim, as well as how to react to an emergency when your information has been compromised. 2/6/24 RESCHEDULED Regions Bank: Banking Basics, Sarah Young Presentation Description: Prepare your students for banking by teaching them the importance of money management, saving, credit worthiness, and safeguarding financial information. Review basic banking terms and concepts, and the relationship between income and expenses. Let Regions introduce savings and spending plans, as well as ways to invest and grow money to build a stable financial future for the next generation. |
