If you are like most of us, you might be inclined to quickly scroll down and click continue. Reading the fine print may not make the top of your priority list, but when working with financial products, like CalABLE, understanding the disclosure statement is critical. A disclosure statement is an official document that outlines the terms, conditions, risks and rules of a financial transaction, such as a loan or an investment. In this webinar, CalABLE staff will provide a walkthrough of this important document, and explore the many useful ways it can help you make the most of a CalABLE account. This webinar will also focus on:
• Reading the Disclosure Statement
• Navigating the Disclosure Statement
• Other Federal Government Resources
As always, the webinar will conclude with a Q&A session to give participants an opportunity to ask additional questions. Though this presentation will provide a brief introduction for newcomers, it will build upon the basic education provided in previous CalABLE webinars. If you are new to CalABLE and would like to explore the basics of the program, please visit our YouTube channel for replays of some of our earlier webinars that discuss the fundamentals of CalABLE.
Visit CalABLE on YouTube: https://www.youtube.com/channel/UCk02cbbE8PCkHATIvrsTfIA