SSI Benefits: How to Protect Eligibility and Save for the Future

If you or someone you care for receives SSI benefits, you may have asked: “What happens if my personal assets go over the $2,000 limit?” This free informational session will give you answers.

Join Ben Chase, CFP®, RICP®, ChSNC®—Wealth Advisor & Partner—as he explains practical strategies to protect your benefits while building financial security.

You’ll learn:

• What ABLE Accounts and Special Needs Trusts are

• How they work to maintain SSI eligibility

• Ways these tools support long-term financial stability for individuals with disabilities

This session is designed for individuals, families, and caregivers who want to understand how to save money without risking essential benefits.