Events

Upcoming

ABLE and PSNT: Making Togetherness Work

SNFSi Event for Pooled Special Needs Trusts (PSNTs)

February 24, 1 PM EST

There are two financial products (ABLE and special needs trusts) specially designed to serve the 43 million people in the US with disability. A collegial approach to serving this vulnerable market seems like a good idea. But is there a catch? Will consumers respond to learning about both products by funding just one?

Join the discussion with special guests Doug Jackson, Deputy Director – STABLE Accounts – Office of the Ohio Treasurer of State and Haley Greer, J.D., Master Pooled Trust Director, The Arc of Texas.

SAVE THE DATE | SNFSi Monthly Event for PSNTs

March 24, 2021, 1 PM EST (Fourth Wednesday of the Month)

National PLAN Alliance (NPA) 2021 Annual Conference (click for more information)

April 21 – 23, 2021

Past Events

Capital Reserves for Nonprofit Pooled Special Needs Trust Administrators. January 2021. With special guest Shannon Crowley, CPA, MSA, of CliftonLarsonAllen LLP.

Optimize Your PSNT’s Investment Advisory Relationship. November 2020. With Special Guest Tom LaHaise, ChSNC, SVP at Wellesley Asset Management, Inc.

Demystifying PSNT Growth. October 2020. A close look at dynamics and timelines of product lifecycles and launches, and realistic tools for scaling PSNT distribution programs so PSNT leaders can evaluate and implement for maximum effectiveness.

Pooled Special Needs Trust Industry Report 2020. September 2020. First annual presentation about the more than 100 Pooled Special Needs Trusts in the US.