Large Firm Service. Small Firm Attention.

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Date(s) - August 7, 2023
4:00 pm - 5:00 pm



Inspired to Make a Positive Difference

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. This is the only event of its kind — dedicated to improving the practice of advanced sales. Whether you are striving to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and actionable ideas from experts.

Partner Amy C. O’Hara will be speaking at this conference, focusing on practical aspects of planning for clients with diminished capacity, disabilities, and our aging population. The session will cover paying for long term care, Medicaid, Medicare, public benefits overview, types of special needs trusts and coordinating planning, including insurance, with these types of trusts.

Date: August 7th, 2023
Time: 4:00pm-5:00pm
Location: The Ritz-Carlton Chicago, 160 E. Pearson St. Chicago, IL, USA, 60611