Join us for an informative Community Webinar on May 8th where Kristin Carleton of All Needs Planning will discuss ABLE (Achieving a Better Life Experience) accounts and how they can help families managing the financial challenges of Duchenne muscular dystrophy. Learn about eligibility, benefits, and strategies for using ABLE accounts to support financial security. Don’t miss this opportunity to ask questions and gain valuable insights!
Financial Autonomy & Independence Through ABLE Accounts
May 8, 2025 | 1pm ET
Kristin Carleton is a multi-accredited financial services professional with over two decades of experience helping families confidently achieve their long-term financial goals. Her previous experience includes leading a financial planning and investments team at James River Wealth Advisors, working in Investor Relations at Universa Investments, a popular hedge fund founded by Nassim Taleb, and handling business development for two territories at WisdomTree Investments, an ETF provider.
Kristin’s journey into special needs planning began with the diagnosis of her own son. She is an active member of the boards of GRASP and a Senate-appointed member of the Commonwealth Savers Board, where her goal is to expand post-secondary opportunities for individuals with disabilities. Kristin’s ability to implement the appropriate investment strategy within an overall financial and life plan is her role in the special needs planning process. Her passion, dedication, and expertise make her a trusted advocate for families with special needs.
