Event Details
What: AchieveABLE Futures: Using ABLE Accounts to Reach Your Financial Goals
When: Saturday, July 13, 2024, from 10 a.m. – 5 p.m. CT
- Presentations will be held at 10 a.m. and 2 p.m.
- One-on-one sessions will be 25 minutes long held between 11 a.m. and 2 p.m. as well as from 3 p.m. to 5 p.m.
Where: Tom and Ruth Harkin Center (2800 University Avenue, Des Moines, IA 50310)
Registration: Both the presentations and the one-on-one sessions are FREE! Registration is required.
Parking: Attendees will need to register for a FREE parking pass to park in Lot 24 behind the Tom and Ruth Harkin Center. Parking pass information will be sent to attendees after event registration.
Accommodations: Live captioning in English will be provided for attendees during the presentations. Captioning during one-on-one sessions is available upon request. American Sign Language interpretation is only available upon request for both the presentations and one-on-one sessions due to interpreter shortages throughout Iowa. ASL, captioning, and other accommodation requests can be made during registration or by emailing harkininstitute@drake.edu.
Event Summary
ABLE Accounts are tax-free savings and investment accounts for those with disabilities to help save for things like transportation, healthcare, food, housing, education, retirement, and more. But currently, only a fraction of eligible Iowans actually have an ABLE Account.
On July 13, The Harkin Institute is hosting a day-long clinic with a CERTIFIED FINANCIAL PLANNER™ from Foster Group to give a breakdown on how ABLE Accounts work, who is eligible, and more. We will also offer one-on-one sessions with a financial planner who will help you set up an ABLE Account and answer any questions you may have. The first ten people to sign up for a one-on-one session AND set up an ABLE account will receive a $100 investment into that account, thanks to the generous sponsorship from the Iowa DD Council!
We will hold presentations at 10 a.m. and 2 p.m. with one-on-one sessions in between.
You can sign up for one of the presentations here and you can sign up for a one-on-one session via calendly here.
PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.fostergrp.com.
Please note that registering for the clinic presentations does not automatically reserve you a one-on-one session, and you must reserve your time slot separately.
Thank you to the Iowa DD Council for generously sponsoring this event so that we could provide $100 investments for the first ten people who sign up for a one-on-one session AND open up an ABLE account at our clinic!
Phone: (515) 271-3623
Email: harkininstitute@drake.edu
Office Hours: Monday to Friday 9:00 a.m. to 4:00 p.m.
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