Special Needs Financial Planning: What You Need to KnowPosted 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.
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