

# Event Details

- **Event Name**: The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust? 
- **Event Start and End Date**: Tue, 17 Mar, 2026 at 11:00 pm – Wed, 18 Mar, 2026 at 12:00 am
- **Event Description**: MAIN SPEAKER: CARRIE WATERS SCHMIDT
CERTIFIED FINANCIAL PLANNER

About Carrie: 
Carrie Waters Schmidt is the founder of Equanimity Wealth Planning and Investing located in Fitchburg, WI. She's a Certified Financial Planner and specializes in Special Needs Planning. Her firm operates under the philosophy of "No prescription before diagnosis" which means all client relationships start with a wholistic Financial Plan.  

What You Will Learn: 
A 529ABLE account can be a game‑changing tool for people with disabilities, and this session will break down exactly how it works and who qualifies. You’ll learn the wide range of expenses it can cover and why it offers unique flexibility compared to other planning options. We’ll also dig into how an ABLE account interacts with government benefits—often one of the biggest concerns for families. You will walk away all this knowledge as well as the simple steps on how to open a 529ABLE and start putting it to work.

Registration Open Now: https://secure.lglforms.com/form_engine/s/1uyT9BtAdl7YcaqxvYfWZQ
- **Event URL**: https://allevents.in/verona-wisconsin/the-529able-the-low-cost-alternative-or-companion-to-a-special-needs-trust/200029588812323
- **Event Categories**: 
- **Interested Audience**: 
  - total_interested_count: 7

## Ticket Details


## Event venue details

- **city**: Verona, Wisconsin
- **location**: Online event
- **full address**: Online event, 801 W Verona Ave, Verona, WI 53593, United States, Verona, Wisconsin

## Event gallery

- **Alt text**: The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust?
  - **Image URL**: https://cdn-az.allevents.in/events7/banners/895289517fb5346ecba7781791e3b7ee27e5a4b03ccc3786065c71dd98cbb4c6-rimg-w1200-h628-dcffffff-gmir?v=1773249631

## FAQs

- **Q**: When and where is The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust?  being held?
  - **A:** The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust?  takes place on Tue, 17 Mar, 2026 at 11:00 pm to Wed, 18 Mar, 2026 at 12:00 am at Online event, 801 W Verona Ave, Verona, WI 53593, United States, Verona, Wisconsin.
- **Q**: Who is organizing The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust? ?
  - **A:** The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust?  is organized by Morgan's Caring Connection.
- **Q**: Who is this event for? Is it right for me?
  - **A:** The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust?  is ideal for learners, working professionals, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Verona, Wisconsin, this event is thoughtfully curated to deliver a standout experience worth every moment. If The 529ABLE: The Low-Cost Alternative, or Companion to a Special Needs Trust?  sounds like your kind of event, don't wait - spots fill up fast.

## Structured Data (JSON-LD)

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        "startDate": "2026-03-17",
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