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March at a Glance


A Message From Mary Anne


2025 Parent University Class 3: "The Ever-Changing World of Government Benefits - Benefits Peace of Mind" - March 13, 2025


Catch Up on 2025 Parent University Class 2: "The Importance of a Financial Plan That Incorporates Special Needs Planning - Financial Peace of Mind"


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Today

A Message from Mary Anne

Dear Clients and Friends,

The world seems to be ever-changing these days, doesn’t it?   Change is inevitable, but sometimes, it can be overwhelming.


I’m not going to share any magic on how to try to keep up. But I do know we can focus on today, doing the best we can every single day.

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Once many years ago, during a very tumultuous and scary time in our world, right after 9/11, I had said to my Dad, who was one of my wise mentors,

how difficult it was to feel unable to give my clients more comfort during those times. My Dad was 89 years old at that time, so he had many more years of wisdom than me.   


His words were “Honey, there have always been scary times. Each of those scary times felt different every single time, each with its own dangers.   

But we get through it, and we look back and recognize that the faith we have in people around us and the love we feel for each other gets us through and makes the difference. Have faith in that.”


So today, I’ll leave you with my Dad’s words. He has been gone from my life for over 18 years,  and I still hear those words being relevant today.


Our issue this month will focus on some of the benefit changes we wanted to share. I look forward to seeing you on our next Parent University class.

 

And in the meantime, have faith.


With love,

 

Mary Anne 


"The Ever-Changing World of Government Benefits – Benefits Peace of Mind"



March 13 | 12 - 1 PM CST

Parent University

The Complexities of the Government Benefit System...


How to navigate the system when changes are inevitable.

Government benefits available to our family members seem complicated, and just when we think we “get them”, they change.  



Rules change, opportunities change, and as we and our family members age, they change again. We will focus on the different benefits, the rules, how they change over time, and how to keep up and track them.


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.) 


Register Here for Parent University