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Pooled Trusts Intensive
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