Date(s) - March 24, 2022
12:00 pm - 1:00 pm
Sponsored by: Protected Tomorrows’ 2022 Parent University™
Speaker: Mary Anne Ehlert, President & Founder, Protected Tomorrows, Inc.
Protected Tomorrows’ 2022 Parent University™ brings you our third in a series of educational webinars…
“Finance, Taxes, & Special Needs Trust – Making It All Work In The End”
We understand that often we as parents put our children first. It’s natural. But we need to make sure we are financially secure as well, because without us, our children just might not be ok. We will talk about how your financial planning needs to be different, how to coordinate the Special Needs Trust and the ABLE Account into it, and how you integrate tax planning into your overall plan. There are so many taxes to consider, including income taxes, estate taxes and more. Questions such as, “If I am charging my child rent, do I claim it on my taxes?” will be answered. And we will talk about how the SECURE ACT might change how I distribute my retirement accounts to my children.
Mary Anne Ehlert will host this online Zoom class on:
March 24th, 2022
12:00pm – 1:00 pm CST