Mary Anne Ehlert Featured in Reuters Article on Retirement Planning for Special-Needs Families

Published 11/08/2016

Forum partner Mary Anne Ehlert was featured in the November 3 Reuters article “U.S. Special-Needs Families Face Complex Retirement Planning.”

A highly regarded specialist working with families of individuals with disabilities, Mary Anne is also the president and founder of Protected Tomorrows, which helps families plan a safe and fulfilling life for loved ones with special needs or who are aging. 

Read the Article


About Mary Anne Ehlert

Forum partner Mary Anne Ehlert is a financial professional and sister to an individual with disabilities. She serves on the boards of several organizations that provide services to children and adults with special needs, including the Board of Directors of the National Disabilities Institute in Washington, D.C., and Special Olympics Illinois. An advocate for special-needs families, Mary Anne has appeared in a variety of publications and travels extensively to speak at local and national conferences on planning. In one of her latest projects, she is working to start a new Tails for Life Training facility, which provides service dogs to children with disabilities, including personally training two pups.


Mary Anne Ehlert is President of Protected Tomorrows, Inc. which provides advocacy and planning services for individuals with disabilities and their family members. Clients of Protected Tomorrows, Inc., may also be clients of Forum Financial Management, LP.  The fees earned by Ms. Ehlert in this outside business activity are separate and apart from the fees clients pay to Forum for advisory services. Protected Tomorrows, Inc., is not affiliated with Forum Financial Management, LP.

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