Easterseals Midwest Missouri Disability Financial Summit

October 29, 2024 | 7:00 PM
Virtual Summit

Join Easterseals Midwest and financial experts from Edward Jones and Moneta Group on October 29 for the Missouri Disability Financial Summit.

As a caregiver of someone with a disability, planning for a secure financial future can be an intimidating process. If you have ever asked yourself, "How much should I leave behind for my loved one?;" "Can I deduct expenses for my child from my taxes?" or "Do I need special insurance for my adult child's in-home caregiver?," this Summit is for you. Hear from experts in the field on how to successfully plan for your loved one's financial future, including topics like ABLE  accounts, Special Needs Trusts, and more. Walk away with valuable insight to help your family effectively manage your finances and secure a bright financial future.

While this Summit is free, registration is required. Once registered, you will receive a link to view the Summit on October 29.

Missouri Disability Financial Summit Speakers

Shelby Nicholl | Moderator

Shelby Nicholl is the Founder of Muriel Consulting, a consulting and recruiting company focused on practice expansion. Her passion projects include Muriel Network (a digital community) and the Kick It Open podcast - both centered on accelerating the success of women in wealth management. Before becoming an entrepreneur, she served as Senior Vice President at LPL Financial and Director at Edward Jones. Shelby has spent her career consulting with advisors and investors, and building solutions and capabilities that meet advisor and client needs.

A 25-year corporate veteran, Shelby has an MBA from Washington University, earned her Series 7 and 66, and is a certified PROSCI change management practitioner. Shelby serves on the Advisory Board for Easterseals Midwest and is a member of the Easterseals Women’s Giving Collective. She’s also a founding board member of the St. Louis-based Women Leaders in Finance.

Sarah Vehige | Financial Advisor, Edward Jones

Dedicated to empowering families with disabilities and the professionals who serve them, Sarah Vehige is a financial advisor at Edward Jones. With a background in organizational leadership, strategy development, and analytics, she brings a unique perspective to crafting comprehensive financial strategies for her clients that address both present challenges and future aspirations.

Sarah's passion for disability inclusion drives her commitment to guiding clients through life's transitions with confidence and security. Her caring, thoughtful approach enables her to develop deep relationships with her clients, leading to tailored solutions that meet their unique needs. Actively involved in the community, Sarah serves on the Board of the Miriam School & Learning Center and is a member of the Women's Giving Collective of Easterseals Midwest. She also volunteers with the United Way. Outside of work, she enjoys hiking, running, and yoga. Sarah holds a bachelor's degree in International Studies and Economics from Emory University and is a CERTIFIED FINANCIAL PLANNER™ or CFP® as well as a Chartered Special Needs Consultant® or ChSNC®.

Tasha Borglum | Partner and Family CFO, Moneta

Tasha Borglum is a Partner and Family CFO at Moneta. She spends her days communicating with families about their short- and long-term goals and customizing plans to maximize the potential of reaching those goals. She also leads a team of nine Moneta professionals, provides mentorship to individual team members on various career paths and creates strategic plans for the benefit of the overall team.

In her spare time, Tasha loves traveling and spending time with her husband and two boys, one of whom has high needs. She understands the unique challenges, as well as the unique joy, that comes with raising and caring for a high needs individual. One of her biggest goals is to pass along her lived experiences and knowledge to help others in similar circumstances.

Senator Eric Schmitt | Special Guest Speaker

Sworn in on January 3, 2023, Eric Schmitt is serving his first term as a United States Senator from the State of Missouri. Eric and his wife Jaime have three children: Stephen, Sophia, and Olivia. Their son, Stephen, was born with a rare genetic condition called Tuberous Scleroris, causing tumors on his organs. He also has epilepsy, is on the autism spectrum, and is non-verbal. Stephen was Eric’s inspiration to run for public office so he could be a voice for individuals like Stephen and their families.

In 2014, Senator Schmitt worked to introduce the Achieving Life Experience (ABLE) program to allow people with disabilities to save money without losing eligibility to federal programs. Currently, Senator Schmitt is working on the bipartisan Ensuring Nationwide Access to Better Life Experience (ENABLE) Act to further allow people with disabilities and their families to save and invest through tax-free savings accounts while protecting eligibility for federal programs like Medicaid and Supplemental Security Income (SSI).

Please be advised, the information shared in this Summit is for informational purposes only and is not intended to be personal financial advice. Please consult a financial advisor about you and your family's specific financial needs.