Access Workshop Resources Below
You deserve the chance to plan for your future with confidence and choice.
We know that financial systems can feel confusing, especially when your benefits are at stake. In this workshop, we’ll walk through tools like ABLE accounts, including recent updates that may expand eligibility, Special Needs Trusts, Trump accounts, True Link cards, and other ways to save, and explain how they work with public benefits.
You’ll learn how these options can help you build savings, plan ahead, and make informed decisions that fit your goals and your situation.
Open to all, this session is especially helpful for caregivers and people with disabilities.
We’ll cover practical ways to build financial security while you or a loved one receive benefits, along with updates to the ABLE program that may expand eligibility and create new ways to save.
This 60-minute virtual workshop will break down:
ABLE Accounts
True Link Cards
Special Needs Trusts
Trump Accounts
When each option may be helpful
How they support savings while maintaining benefit eligibility
We will focus on clear language, practical examples and helpful resources, not legal jargon.
ASL, live captions and translation services are provided at every Ability Central workshop. Please be sure to share any additional access needs using the registration form.
A clearer understanding of how tools like ABLE accounts, True Link cards, and Special Needs Trusts actually work
Greater confidence in how savings can interact with public benefits
Practical knowledge to help you make informed decisions about your financial future
“I have a better understanding of my options, and I can plan my future with greater confidence.”
Download Workshop Slides
Download the presentation slides used during the workshop.
Watch Workshop Recording
Watch the full workshop recording on demand.
Programs and Financial Tools Discussed During the Workshop
ABLE National Resource Center
Information about ABLE accounts, including eligibility requirements, contribution limits, and strategies for saving while protecting certain public benefits.
True Link Financial
Financial services and spending tools designed to support people with disabilities, older adults, and individuals who may benefit from additional financial safeguards.
Special Needs Answers
Educational information about Special Needs Trusts, ABLE accounts, government benefits, estate planning, and long-term financial planning for individuals with disabilities and their families.
Trump Accounts
Information about the Trump Accounts savings program discussed during the workshop. Participants should review current eligibility requirements and program details directly through the official website.
Financial Planning & Education Resources
National Disability Institute (NDI)
Promotes financial capability and economic stability for people with disabilities through education, tools, and resources.
Real Economic Impact Network
Financial empowerment resources, tax preparation assistance, financial coaching, and savings initiatives.
Special Needs Alliance
Articles and guidance on special needs trusts, estate planning, and government benefits.
Dale Law Firm Educational Resources
Educational materials focused on special needs trusts, disability planning, and long-term financial security.
Social Security Administration – SSI Information
Official information about Supplemental Security Income (SSI), eligibility, and benefits.
Featured Article: Understanding ABLE Accounts
Quick Disclaimer
The resources listed above are provided for informational and educational purposes only. Ability Central does not provide legal, financial, tax, or investment advice and does not endorse any specific financial product, service, or provider. Individuals should consult qualified professionals regarding their personal circumstances.
Stephen W. Dale, Esq., LL.M.
Stephen W. Dale founded The Dale Law Firm in 1992, leading a dedicated team of associates and support staff focused on person-centered estate and special needs planning for individuals with disabilities. He earned his J.D. from Armstrong Law School and his LL.M. in Taxation from Golden Gate University, and he serves as trustee of the Golden State Pooled Trust for beneficiaries throughout California. Deeply engaged in disability policy and advocacy, Stephen serves on the board of The Arc of California and its policy committee, and on the policy committee of the Special Needs Alliance.
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