Goal Setting & Future Planning

Financial planner MaryAnne Ehlert discusses strategies for families with special needs members. She emphasizes the importance of creating a comprehensive plan that addresses financial security, legal considerations, and future care needs. Ehlert provides insights into establishing special needs trusts, guardianship arrangements, and government benefit optimization. The presentation aims to equip families with the knowledge to make informed decisions and ensure long-term support for their loved ones with disabilities.