Basic Financial Tools

March 12th and 13th

Thursday, March 12, 2020 5:00 – 7:30 p.m.

Friday, March 13, 2020 12:30 – 3:00 p.m.

Presented by Mary Anne Ehlert, President & Founder, Protected Tomorrows

 

Thursday, March 12th Session:

Davenport Library

3000 N. Fairmount St.

Davenport, IA

 

Friday, March 13th Session:

Moline Public Library

504 17th St.

Moline, IL

 

Needed to prepare for the future: Wills, Special Needs Trusts. No matter what stage of life you are in, it always helps to have the proper tools in place to help with whatever lies in store for your future. This session will help you determine which tools are a best fit for your family. Presentation topics include:

Life Plan

  • What it takes and how to begin
  • Concepts and detailed structure of the Care Plan, including financial basics
  • Building the cash flow to support the vision

Benefits

  • SSI and Medicaid – SSDI and Medicare

Legal

  • Special Needs Trust
  • Guardianship and Conservationship

Financial

  • Investments, life insurance, and long term care insurance
  • ABLE account and how to select the right plan for you
  • How do we tie these accounts into the rest of your financial plan?

 

Speakers: Joshua Robinson of PR Wealth Management and Mary Anne Ehlert of Protected Tomorrows.

 

“Applying for government benefits to support your family member can be a long, overwhelming and confusing process. Maintaining these benefits requires accurate, consistent and timely reporting to the government offices overseeing these support services. Protected Tomorrows has created presentations that will inform you about government benefits, walk you through the application process, and help you maintain the benefits and understand your obligations for reporting and tracking information for the person receiving benefits.”


 

About Mary Anne

Picture of presenter Mary Anne Ehlert
Mary Anne Ehlert

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 the elderly and speaks to conferences and television audiences on financial planning.
Mary Anne’s journey began in senior management positions within the banking industry, including Deutsche Credit Corp, Heller Financial and Citicorp. For over 20 years she was a leader in the corporate world leaving in 1990 to create Ehlert Financial Group, a business driven to assist individuals and families develop both short and long term financial strategies to help them find peace of mind.

 

Over the years, she found that many individuals and families were receiving transactional advice, rather than overall planning, and thus she set about to become a true personal advisor to her clients. The mission to become that needed resource to her clients has driven the overall purpose and strategy of the firm.

 

As President and Founder of Protected Tomorrows and Ehlert Financial Group, as well as a partner of Forum Financial Management, Mary Anne has served as Vice-Chair for the National Disability Institute in Washington, DC, and on the boards of Gateway to Learning School for Special Needs, and Illinois St. Colletta’s. She currently serves on the Board of Directors of Special Olympics Illinois, The Advisory Board of Tails for Life and The Advisory Counsel of Integrative Touch for Kids.

 

Parent Learning Series - multiple sessions

    All sessions are FREE!
  • In the case of cancellation