Mary Anne Ehlert on the Myths, Challenges, and Role of Advisers in Special-Needs Planning

Most, Bruce
March 2010
Journal of Financial Planning;Mar2010, Vol. 23 Issue 3, p16
Academic Journal
An interview with Mary Anne Ehlert, president of the Ehlert Financial Group Inc., is presented. It mentions that the conducted interview is about the involvement of Ehlert to special-needs planning, and the significance of special-need planning in the financial planning community. When asked on why she is passionate in special-needs planning, she was inspired by her sister with cerebral palsy. She states that confusion is the biggest challenge in special-needs planning.


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