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Intro to ABLE Accounts for OAA Families

Intro to ABLE Accounts for OAA Families – Sunday, April 2, 2023 – 6:30PM Central

Join Zoom Meeting
Meeting ID: 878 8575 2472
Passcode: 447883
Todd Myers has been in the financial services industry for 19 years and he resides in Chanhassen, MN.
Todd and his beautiful wife Lisa are special needs parents in the organic acidemia and autism communities. They two wonderful boys: Bennett (9) and Matthew (8).
Todd is passionate about bringing financial education and personalized strategies that help special needs families gain the confidence and comfort they deserve to provide enduring care for their loved ones. Todd’s is always ready to serve his clients and he has a duty to act in the best interests of his clients. Todd is an Investment Adviser Representative with Primerica Advisors and Licensed Insurance Agent with Primerica Life Insurance Company, and he holds the Series 65, 63, 26 and 6 Securities licenses.

TITLE OF PRESENTATION:  Introduction to ABLE Accounts
ABSTRACT:  ABLE accounts help to create greater independence, financial security and a better quality of life for eligible Americans with disabilities. Join us for an informational session to discover how ABLE accounts can fund qualified disability expenses.
We will cover the answers to these questions, and more:
 What are ABLE accounts?
 Who is eligible?
 Who can contribute?
 How can I use the money in an ABLE account?
 What are the features and benefits of ABLE accounts?
Primerica representatives market financial products including term life insurance underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, GA, (except in New York) and by National Benefit Life Insurance Company (Home Office: Long Island City, NY) in New York State. Securities are offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, GA 30099-0001. PFSI is a registered broker-dealer and investment adviser with the Securities and Exchange Commission (SEC) and a member of the Financial Regulatory Authority (FINRA). PFSI offers advisory services and managed accounts investment strategies under the trade name Primerica Advisors as part of the Lifetime Investment Platform. Primerica and PFSI are affiliated companies.

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