Basics of Financial Planning for Special Needs Families

calender-icon May 13, 2025
clock-icon 12:00 pm - 1:00 pm
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Location:

Sponsored by: ARC of Illinois
Speaker:  Mary Anne Ehlert, Partner, Protected Tomorrows, A Simplicity Commitment

Description: 

Basics of Financial Planning for Special Needs Families

The key to a more secure fulfilling future is blending realism with hope. That takes knowledge, but also a willingness to learn about the many tools and techniques to help you get started.  We will work together to identify the goals you want to achieve and the dangers you’ll want to avoid along with building your team of professionals/caretakers to help you along the way.

  • Overall care plan
  • Government Benefits
  • Legal planning required
  • Special financial planning needed
  • Building Your Dream Team

 

This is a private event
May 13, 2025

12:00 pm – 1:00 pm