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Virtual info session on future planning for youth entering adulthood.
Planning for Adulthood and Continuity of Care
Notebook titled 'Special Needs Planning' with pen, compass, and calculator.
Oak Wealth Advisors’ Top 11 Special Needs Financial Planning Tips | October 26, 2023
Logo featuring a large orange 'I' with 'ILLINOIS' written across it.
Discussion: The IEP process and introducing them to additional special education concepts
Save the date for a special needs planning live webinar on Thursday, December 7.
Year-End Special Needs Planning Webinar 2023
Close-up of classical columns with text about government benefits presentation.
A presentation: Overview of Government Benefits February 21, 2024
Loyola University Chicago emblem with motto and founding year.
Bioethics Reproduction and Reproductive Technologies Capstone class
Logo featuring two figures under a roof, symbolizing care for people with difficulties.
Presentation- Planning for Adulthood and Continuity of Care
Logo of Wisconsin School of Business with a red and gold crest.
Financial Planning For Special Circumstances Capstone Class
Computer screen showing a presentation slide on financial planning essentials for special needs.
Presentation to the North Carolina Association of CPA’s | March 26, 2024
Illustration promoting special needs planning tips with collaborative teamwork.
Oak Wealth Advisors’ The Top 11 Special Needs Financial Planning Tips | April 2, 2024
A to-do list reminding to learn about ABLE Accounts and Trusts.
Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts | New Trier High School
Virtual presentation on autism programs.
Expert Led Training | Topics: Special Needs Trusts (SNT) and ABLE Accounts