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"We would have paid you three times what you asked us to pay because. . .we have never felt so comfortable knowing that our daughter is going to be taken care of not only now, but in the future."
-A family working with
T.J. Doremus, Advocate |
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Every human being
has a right to live life
to his or her fullest potential.
Desperation and fear
are Mankind's oldest enemies.
A society may fairly be judged
by the extent to which it spares
its most vulnerable citizens
from having to endure them.
Self-sufficiency is less satisfying
to the soul than caring
for one another.
As Mankind truly is one family,
what benefits any one of us
enhances the lives of us all.
Those of us with greater needs
enable their loved ones
by enabling them to feel needed.
Make it possible for people
(both the less and more fortunate)
to achieve peace of mind.
To love another
means you can't feel things
are okay until you know
they feel that way.
Your peace of mind
depends on knowing you've helped
bring peace of mind to the other.
Live and help live
Provide a person
with the means to live
a fuller life and you give more
meaning to yours.
Help those with special needs
attain greater independence
and security.
If only the strong were to survive,
wouldn't all of our lives
be greatly diminished?
Prepare. Protected. Provide.
The families who count on us
expect nothing less.
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Home > Event/Training Calendar
Event/Training Calendar
08/10/2010 -
08/10/2010 -
4:00 PM - 5:30 PM | Financial Planning for Families with Special Needs
Speaker: Mary Anne Ehlert
| FPA Central Ohio
The Longaberger Alumni House, 2200 Olentangy River Road
Columbus, OH
For more information, click here. | | Description: How many of your clients have a family member with special needs? Chances are about 20 percent. Clients who fit this category need a plan to ensure their family member is cared for long-term. Attend this session to find out what programs and benefits your clients are entitled to and how they can supplement those benefits with a Special Needs Trust. Knowing how to handle financial planning for special needs families will help these clients receive important benefits when they need them most. As a financial planner with extensive expertise in this area, Mary Anne Ehlert will help you understand how to discuss special needs planning most effectively with your clients, and provide sage advice for those seeking to specialize in the field. |
09/16/2010 -
09/16/2010 -
11:30 AM - 1:00 PM | Financial Planning for Families with Special Needs
Speaker: Mary Anne Ehlert
| RMB Capital
115 South Lasalle, 34th Floor
Chicago, IL
For more information, click here. | | Description: THIS PROGRAM IS OPEN TO RMB CAPITAL ADVISORS AND STAFF ONLY. How many of your clients have a family member with special needs? Chances are about 20 percent. Clients who fit this category need a plan to ensure their family member is cared for long-term. Attend this session to find out what programs and benefits your clients are entitled to and how they can supplement those benefits with a Special Needs Trust. Knowing how to handle financial planning for special needs families will help these clients receive important benefits when they need them most. As a financial planner with extensive expertise in this area, Mary Anne Ehlert will help you understand how to discuss special needs planning most effectively with your clients, and provide sage advice for those seeking to specialize in the field. |
10/05/2010 -
10/06/2010 -
8:30 AM - 5:00 PM | Protected Tomorrows: Advocate Annual Meeting
Speaker: Mary Anne Ehlert
| Protected Tomorrows, Inc.
103 Schelter Road
Lincolnshire, IL
For more information, click here. | Description: Attendance at this meeting is required for all Licensed Advocates.
The 2010 Annual Meeting is an exciting time for all of our advocates to get together to discuss new marketing and service initiaves, technology updates, changes in the benefits world, and also a time to brainstorm ideas with other Advocates to discover what has worked well and give us all a few ideas. |
10/12/2010 -
10/12/2010 -
8:15 AM - 10:15 AM | Financial Planning for Families with Special Needs
Speaker: Mary Anne Ehlert
| Financial Planning Association
Colorado Convention Center, 700 14th Street
Denver , CO
| | Description: How many of your clients have a family member with special needs? Chances are about 20 percent. Clients who fit this category need a plan to ensure their family member is cared for long-term. Attend this session to find out what programs and benefits your clients are entitled to and how they can supplement those benefits with a Special Needs Trust. Knowing how to handle financial planning for special needs families will help these clients receive important benefits when they need them most. As a financial planner with extensive expertise in this area, Mary Anne Ehlert will help you understand how to discuss special needs planning most effectively with your clients, and provide sage advice for those seeking to specialize in the field. |
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