Special Needs Financial Planning: What You Need to Know

Posted on

Do your clients have family members with special needs? Our guest Mary Anne Ehlert, CFP® experienced first-hand how difficult legacy planning can be when it comes to protecting young or adult children with special needs. When she saw her parents make well-meaning but potentially devastating mistakes, she founded Protected Tomorrows to provide a much-needed financial resource to families of the disabled.


This content is not compliance approved.

If this is a future program, please check back and it will be approved and available shortly. If this is a past program, it may have passed its approval expiration date.

Please fill out the 'request access' form so we can get it re-approved and make it available to you.