Pooled Trusts Intensive

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8:15 a.m.-9:15 a.m.

Bringing Your Pooled Trust to the Next Level

Kevin Hayde and Ellen Nalven

9:15 a.m.-10:05 a.m.

SECURE Act 2.0 – IRA Administration

Bradley Frigon and Peter Wall

10:20 a.m.-11:10 a.m.

Discretionary Distributions in Today’s Political Climate

Megan Brand and Kerry Tedford-Coles

11:10 a.m.-12:00 p.m.

Post COVID Issues – Change in Employment Landscape,  Housing Pressures, and Medicaid Recertifications

Steve Dale, Barb Helm, and Yolanda Mazyck

1:15 p.m.-2:05 p.m. Concurrent Session

Making a House a Home for People with Disabilities

Mark Zdrojewski

1:15 p.m.-2:05 p.m. Concurrent Session

How to Talk with Beneficiaries in a Volatile Market

Peter Wall, Kevin Hayde, and Bryan Kreitzberg

2:10 p.m.-3:00 p.m. Concurrent Session

Home and Vehicle Ownership by a Trust

Anna Sappington and Shirley Whitenack

2:10 p.m.-3:00 p.m. Concurrent Session

Working with Beneficiaries with Mental Illness

Steve Dale and Heather Fisher

3:20 p.m.-4:10 p.m. Concurrent Session

Course-Correcting the Complex Beneficiary

Yolanda Mazyck

3:20 p.m.-4:10 p.m. Concurrent Session

Understanding Other “Languages”: Cross-Position Communication

Heidi Flatt and Haley Greer

4:15 p.m.-5:15 p.m. 

Call to Action/Legislative Update

Kerry Tedford-Coles (moderator), David Goldfarb, Marielle Hazen, Roxanne Chang, and Barb Helm

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