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Presented by Mary Anne Ehlert, President and Founder of Protected Tomorrows, Inc. Mary Anne Ehlert, CFP®, is a financial professional. She is also a mother, a sister, and a daughter to her loved ones with disabilities. She is highly regarded as a specialist in working with families of individuals with disabilities and speaks at conferences, host webinars, and runs virtual training on Future Care Planning. Joining her will be Jeanine Geraci-Dubs, a PT Special Needs Coordinator.
This presentation will be uplifting, interactive and educational, as well as provide a good basic understanding of some important facts. Participants will begin to develop the foundation for their family’s own personal Future Care Plan™. This session will also help us identify the next most important sessions based upon your input from this session.
Topics we will address will be:
• How to create a map for the future
• Special Needs Trust, Guardianship and other legal options.
• Preparing financially for your whole family to identify how much is enough
• Maximizing government benefits and how to coordinate with your retirement.
• The Able Act – the rules and how to use correctly
• Transition into phases behind high school
• Future residential options and how to identify the options
• Building a lifelong support network.