One week prior to our meetings, the presentations and handouts will be available here.


March 10th Quarterly Meeting

Cozy Whittman, College Inside Track
Student Loan Forgiveness - Understanding the Changes

Melissa Justice, The Arc of Indiana Master Trust
The Arc Master Trust: a pooled special needs trust

NEXGEN Breakout for up to 30 during Melissa's presentation:
Justin Schuhmacher, JD, Indiana Estate and Elder Law
Estate Planning 101

Charo Boyd, Social Security Administration's Public Affairs Specialist
Social Security Retirement, Spouse, and Survivors Benefits Update 2023 with Case Studies
Handout: SSA 2023 Update