2016 |
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June |
Advisers to start recommending ABLE plans to clients, Liz Skinner, InvestmentNews |
2015 |
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May |
Five Ways to Plan a Secure Future for Your Child with Special Needs, Terry Savage, Chicago Tribune |
March |
Tips for the Future Care of Disabled Family Members, Tara Siegel Bernard, New York Times |
2014 |
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March |
9 Things Never to Say to a Parent of a Special Needs Child, Woman’s Day |
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9 Things Never to Say to a Parent of a Special Needs Child, Yahoo Shine |
February |
6 Reasons to Avoid Special Needs Planning, Life Health Pro |
January |
Training Advisors to Serve Special-Needs Clients, Financial Planning |
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Training Advisors to Serve Special-Needs Clients, Bank Investment Consultant |
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Succeeding in the Special Needs Market, Advisor Today |
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When Should You Talk to Your Kids About Money?, WomensForum |
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Do Coupons Really Save You Money?, WomensForum |
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Is It Worth it to Buy in Bulk?, WomensForum |
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Best Ways to Manage Bills, WomensForum |
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Get Involved in the Market, WomensForum |
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Best Finance Apps, WomensForum |
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Save For Your Child’s Tuition, WomensForum |
2013 |
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November |
10 Ah ha Tips – pgs 38-39 (pdf), Exceptional Parent/eParent Magazine. |
October |
Accessing Government Benefits and the “Golden Ticket” (pdf), Autism Spectrum News: See bottom of page 18 of the newsletter. |
August |
Special Needs Advocacy Firm Takes Part in MLK50 Celebrations, Seeks Dream Videos, Lincolnshire Review |
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Protecting Tomorrow Means Planning Today for Children with Special Needs, Robin Carlascio, Chicago Parent |
July |
Special Needs Clients: ‘Retirement for 3’, Martha White, Financial Planning |
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Planning for Special Needs, Fiona Collie, Investment Executive |
March |
Advisors Must Be Proactive with Age-Impaired Clients, Gary M. Stern, Investors Business Daily |
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9 Things Never to Say to a Parent of a Special Needs Child, Woman’s Day |
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9 Things Never to Say to a Parent of a Special Needs Child, Yahoo Shine |
January |
Smart Living: Financial Planning for Special Needs Kids, Melanie Bloom, KOLN CBS |
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Protecting Children with Special Needs: Parents Need to Have A Plan for What Will Happen After They Pass, WJXT The Morning Show |
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Special Needs Children: Protected Tomorrows, Ivanhoe.com |
2012 |
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October |
The Psychic Toll Paid in a Special Needs House, Ron Lieber, The New York Times – Your Money Section |
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Assuring Care of a Family Member With Special Needs, Ron Lieber, The New York Times – Your Money Section |
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Planning for Special Needs Starts with Asking, Samantha Allen, Financial Planning (A Source Media Publication) |
July |
Lincolnshire firm helps families with special needs, Jennifer Schuman, Lincolnshire Review (A Chicago Sun-Times Publication) |
June |
The Case for Special Needs, Jeff Schlegel, Financial Advisor Magazine |
May |
Setting Up Financial Planning for Those Who Can’t Do It Themselves, Terry Savage, Chicago Sun-Times |
April |
Give Back and Feel the Joy, WorkGoesStrong.com |
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Advisers Have to Take Lead in Special-Needs Planning, Investment News |
March |
Her Credo: Help, but First Do No Harm, American Banker |
February |
Special needs trusts, ChicagoParent.com |
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Financing for individuals and families with special needs may require special care, ScotsmanGuide.com |
January |
Protect Your Tomorrows, Indispensable: the disability blog of College Church |
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Protected Tomorrows: Start by planning today, Parenting Special Needs |
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Financial Planning Calculators for Those with Special Needs, NY Times Bucks Blog |
2011 |
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December |
Special Needs Planning, Pt. 4: Merrill Lynch Unveils Special Needs Calculator, AdvisorOne.com |
November |
A Compass for Special Needs Families, Womenetics.com |
October |
Tips to help you plan for your autistic child’s future, AutismSupportNetwork.com |
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Special Needs Clients Offer Special Challenges: Planner offers webinars, partnering to provide for unique needs, AdvisorOne.com |
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Retirement Dreams Rearranged, The Wealth Channel magazine |
September |
Financial Professionals Build Business, Reduce Risks through Web-Based Program From Protected Tomorrows (pdf), Illinois Banker |
August |
Making a Difference with Hannah and Friends, HannahAndFriends.org |
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The Clients You Never Knew You Had, Bank Investment Consultant |
July |
Program Helps Financial Pros Advise Familes with Disabled Members, AccountingToday.com |
2010 |
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March |
10 Questions with Mary Anne Ehlert (pdf), Journal of Financial Planning |
2009 |
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November |
Get REAL: Financial Planning Part 1, Real Economic Impact’s Get REAL |
August |
The Rewards of Financial Planning For Special Needs Families by John R James (Protected Tomorrows Advocate) and Karen L. Susac, LifeHealthPro.com, National Underwriter Life & Health |
June |
Care & Caregiving, Chicago SunTimes, Terry Savage |
April |
ABC 7 Chicago Protected Tomorrows Story, ABC 7 Chicago
Financial Help for Special Needs Families, NewsAnchorMom.com |
2008 |
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October |
Listen to Mary Anne Ehlert on WMBD radio with Greg and Dan, Peoria, IL(mp3) |
January |
Listen to Mary Anne Ehlert on WGN radio with Steve Cochrane, Chicago (mp3) |
2007 |
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December |
For-profit advocacy organization strives to protect people with special needs.(pdf), Media Reports–Northwestern University |
2006 |
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March |
Planning for Families With Special Needs (pdf), Senior Market Advisor |
2005 |
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December |
Strategies for Families With Special Needs (pdf), Broker World Magazine
A Special Vision: A former advisor helps other advisors learn to help those with special needs |
2004 |
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January |
Terry Savage Talks Money with Mary Anne Ehlert (pdf), Chicago SunTimes |