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Transition Summit – Focus On Finances | April 18, 2020

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

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Transition Summit – Focus On Finances | April 18, 2020

Saturday, April 18, 2020 @ 9:00 am - 3:00 pm CDT

NOTE * THIS EVENT HAS BEEN POSTPONED

Hoffman Estates Village Hall
1900 Hassell Rd
Hoffman Estates, IL 60169

Simplifying The Complex:
The Essential Elements of a Special Needs Plan

SSI, SSDI, HFS: UNDERSTANDING THE ALPHABET SOUP OF GOVERNMENT BENEFITS

Sherri Schneider, President, Family Benefit Solutions
This interactive, informative session will help you understand the who, what, where, and when of the major government benefit programs. A large emphasis will be placed on IL Medicaid, which is needed for waiver programs. Updated rules will be provided and, ending in a game of Benefit BINGO, you will be amazed at all you have learned.

SPECIAL NEEDS TRUSTS AND RELATED PLANNING OPTIONS

Attorney Nancy Spain, Co-Founder, Spain, Spain & Varnet

The presentation will include: an overview of special needs trusts, identifying the various types of special needs trusts and when to use each type; how and when to establish a special needs trust; funding and administration; and how ABLE Accounts can enhance the benefit of a special needs trust.

RETIRING FOR THREE: PLANNING TIPS FOR THE SPECIAL NEEDS PARENT

Mary Anne Ehlert, President & Founder, Protected Tomorrows, Inc.

An in-depth, interactive, and educational look at what “Retiring for 3” really means, providing important facts about retirement planning when you also have a child with a disability.

SIMPLIFYING THE COMPLEX: THE ESSENTIAL ELEMENTS OF A SPECIAL NEEDS PLAN

Mike Walther, President & Founder, Oak Wealth Advisors

A comprehensive review of the information that families need to improve the planning for their loved one with special needs, highlighting the opportunities for the greatest impact and how to avoid the most common mistakes. Mike will field questions to ensure that attendees leave feeling equipped to address their own family’s unique planning challenges.

Space is limited and you must pre-register by
Monday, April 13, 2020

REGISTRATION FEE
$20 – Includes morning refreshments, lunch, and seminar materials.

REGISTRATION URL
https://ctc2020summit.eventbrite.com

CEUs/PDs will be offered upon request.

QUESTIONS?
Contact us at ConnectToCommunityInc@gmail.com

Educational Outreach events are paid for in part by community funding from the Township of Palatine, Thank you.

Details

Date:
Saturday, April 18, 2020
Time:
9:00 am - 3:00 pm CDT
Presentations Category:
Website:
https://ctc2020summit.eventbrite.com

Event Location

Hoffman Estates Village Hall
1900 Hassell Rd
Hoffman Estates, IL 60169 United States
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