Sponsored by: Protected Tomorrows’ Parent University
Speaker: Mary Anne Ehlert, Partner, Protected Tomorrows – A Simplicity Commitment
Description:
Did you know that most financial plans totally miss a big piece of the planning we need to do? We are not like “everyone else”. Did you know that most financial professionals are not trained to do this? It is important to learn what you don’t know, and where to begin. Peace of mind comes from knowing that you are ok, that you won’t run out of money, and that you leave enough behind for all of your children, including funding the special needs trust.