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Did you know that most financial professionals are not trained to do this? It is important to learn what you don’t know, and where to begin. Peace of mind comes from knowing that you are ok, that you won’t run out of money, and that you leave enough behind for all of your children, including funding the special needs trust.
Our guest speaker is Bruce Donaldson, CEO and Partner of Simplicity Group. He will share with us his WHY and HOW Simplicity chose to partner with Protected Tomorrows to help us expand our reach. He will also discuss Simplicity’s plans to provide new opportunities for the families we serve utilizing their immense resources. His vision for Protected Tomorrows to help families of those with disabilities is authentic and important to all of us. I want to ensure that each of you have the opportunity to hear his thoughts and passion for what we do. Bruce will address a few questions after he speaks as well.
If you'd like the information, but can’t attend, register, and we’ll provide you with a link to the recorded video after the class.
For Zoom security, when you register, you’ll receive an email with a link to the class and a passcode, which you’ll be asked to enter when you log on. (To avoid disruption, we'll close the class at 12:05. If you’re late, you'll be able to watch the video later.)
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