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As a Financial Advisor at Crescendo Wealth Management, LLC, Kathleen Oberneder brings more than 22 years of experience in the financial services industry. Kathleen has three daughters; the youngest Emily was born with 2010 with Down syndrome. It was this life event that helped her to realize the financial industry was not properly serving families like hers. The presentation will cover: What is a 529 ABLE savings account Understanding how a Supplemental Special Needs Trust(SNT) works – including Pooled Trusts How an individual may use both a 529 ABLE account and a Supplemental Special Needs Trust. How Wisconsin residents may open a 529 ABLE account in another state. Overall importance of Comprehensive Special Needs Financial Planning with an expert