Could I Really Make a Difference

calender-icon November 04, 2016
clock-icon 11:15 am - 12:15 pm
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Location: Glacier Canyon Lodge

Sponsored by:  Across the Lifespan

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

“Could I REALLY Make a Difference? How to Help Families with Special Needs Plan for the Future”.

Families who have a family member with special needs need a plan to ensure their family member is cared for long-term. Attend this session to find out what programs and benefits these families are entitled to and how they can supplement those benefits with a Special Needs Trust. Knowing how to handle planning for special needs families will help these clients receive important benefits when they need them most.

As a financial planner with extensive expertise in this area, Mary Anne Ehlert will help you understand how to discuss special needs planning most effectively with your families, and provide sage advice for those seeking to specialize in the field.

For more information contact Jaclyn Wilsey  info@atacrosslifepsan.org  715-232-5231

 

http://www.atacrosslifespan.org/