Investing 101 for Guardians
Providing information regarding financial topics (including various assets types) to private professional guardians.
Credit: 0.5 CE | 0.5 CLE
Member Price: $25 Non-Member Price: $45
Creating Care Plans For Individuals With Mental Illness
Staff members of Sage Care Management discuss how to create a care plan for individuals with mental illness
Speaker: Byron Cordes, Sage Care Management
The Arc of Texas Master Pooled Trust- How Pooled Trusts Can Be a Great Alternative
The Master Pooled Trust (MPT) and other pooled trusts are great alternatives to the guardianship puzzle. We will discuss what a pooled trust is, how it differs from a traditional supplemental needs trust and how it fits into the guardianship landscape. Learn how a pooled trust can work for individuals and their families to protect funds, keep means-tested benefits, and potentially avoid guardianship – all while improving quality of life. You will also learn how future planning using a pooled trust can benefit the individual’s quality of life, in the long term, without the need for costly interventions.
Speaker: Haley Greer, Director, Arc of Texas Master Pooled Trust
