Date(s) - May 22, 2018
12:00 pm - 1:00 pm
Loyola School of Law
Sponsored by: FPA IL Spring Forum
Speaker: Mary Anne Ehlert, President & Founder, Protected Tomorrows, Inc.
“Could I REALLY Make a Difference?” / ABLE Act:EnABLE Savings for Life.
Families who have a family member with special needs need a plan to ensure their family member is cared for long-term. Attend this session to find out what programs and benefits these families are entitled to and how they can supplement those benefits with a Special Needs Trust. Knowing how to handle planning for special needs families will help these clients receive important benefits when they need them most.
Information will also be provided on the ABLE Act. If you are ready to save tax-free on expenses for your loved one with a disability, without losing government benefits-learn about the advantages of the new ABLE Act and see if it’s right for you.
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 families, and provide sage advice for those seeking to specialize in the field.
For more information contact Carl Hibben Carl.Hibben@bmo.com
or call 312-461-3756