Long Term Planning

April 30

Thursday, April 30th, 2020 5:00 – 7:30 p.m.

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

 

The Arc’s administration building

4016 9th St.

Rock Island, IL

 

Planning to retire for three, wills, Special Needs Trusts, and ABLE accounts for Youth and Young Adults transitioning from K-12.

“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.”

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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

  • In the case of a cancellation