Logo
logo
PrivacyTerms

© 2026 meekly

Logo
Working Together: ABLE Accounts & Special Needs Trusts with Matt Syverson
media image

Working Together: ABLE Accounts & Special Needs Trusts with Matt Syverson

Length: 24min
Christian Financial Podcasts
Released on 9/24/2024
Published by Faith Finance
The definition of synergy is two things put together, having an effect greater than the sum of the parts. Synergy can play a beneficial role in family finances. A case in point is an ABLE account working together with a special needs trust for a person with disabilities. Matt Syverson joins us today to talk about it. Matt Syverson is Managing Partner & Senior Wealth Advisor for Sound Stewardship in Overland Park, Kansas. He is also a Certified Financial Planner (CFP®) and a Certified Kingdom Advisor (CKA®).