TACA Presents: Future Planning including ABLE Act, Trusts and Guardianship

calender-icon October 01, 2016
clock-icon 1:00 pm - 5:00 pm
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Location: Home State Bank

TACA (Talk About Curing Autism)

Speaker: Mary Anne Ehlert, President & Founder, Protected Tomorrows, Inc.

Join Mary Anne Ehlert, President and Founder of Protected Tomorrows, Inc., in an interactive, uplifting and educational presentation.  Participants will walk away with an understanding of how to create a map of the future. We will discuss how to prepare financially, incorporate and maximize government benefits and prepare for transition. Stay for Attorney Tom Clark and hear him help you prepare legally and help you with your special needs trust.

Mary Anne will follow up with a presentation on the ABLE Act, which amends Section 529 of the IRS Code and allows tax-free savings and investment accounts for individuals with disabilities.

If you are ready to save tax-free for expenses for your loved one with a disability, without losing government benefits – please join us on October 1st, 2016.  Learn about the advantages of the new ABLE Act and if it’s right for you.

Topics to be covered include:

    • What is an ABLE Account
    • Eligibility
    • Impact to other resources/government benefits
    • How much you can save
    • What types of accounts are allowed
    • How to set up your account
    • Qualified expenses
    • Current state-level implementation
    • Q & A time

Mary Anne Ehlert is a financial professional and sister to an individual with disabilities. She is highly regarded as a specialist in working with families of individuals with disabilities and serves on the boards of several organizations, including Special Olympics Illinois, advisory board for ITK (Integrative Touch for Kids) and NDI (National Disability Institute).

RSVP to Linda Betzold