Sponsored by: Protected Tomorrows’ Parent University Speaker: Mary Anne Ehlert, Partner, Protected Tomorrows – A Simplicity Commitment
Description:
The Many Tools for Financial Peace of Mind Creation. What to use When? – Clarity Peace of Mind
Many years ago, it was complex, but the world of special needs planning gets more complex as we have more tools. We want to do it right – we have good intentions. But using the great new tool at the wrong time can have unintended consequences. Let’s learn how to use the tools right, incorporating government benefits, special needs trusts, the ABLE account, and private funding at the right time in the right place in our plan.
Registration is Required
June 12, 2025
12:00 pm – 1:00 pm