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Puzzle pieces with text inviting to join a special presentation event.
Essential Elements of a Special Needs Financial Plan | February 23, 2023
Flyer for a decision-making event at a school with date and time details.
Decision Making Options for Your Loved One with A Disability | March 15, 2023
Virtual presentation on autism programs.
Presentation: Expert Led Training Session on the topics of Special Needs Trusts (SNT) and ABLE accounts
Puzzle pieces with text promoting optimizing services for special needs and disabilities.
Optimizing the Use of Special Needs Trusts and ABLE Accounts | Together For Choice
Virtual info session on ABLE Accounts and Special Needs Trusts for parents and guardians.
Optimizing the Use of ABLE Accounts and Special Needs Trusts | GiGi’s Playhouse
Event announcement for June 5-8 in Las Vegas and online.
Presentation: Curated Planning for Individuals with Incapacity or Other Disabilities
Virtual event on planning for agility and continuity of operations.
Planning For Adulthood and Continuity of Care
Virtual info session on public assistance programs for parents and guardians.
Government Benefits: SSI, Medicaid, SNAP
Child with glasses smiling next to financial planning event details.
Presentation: Special Needs Financial Planning Tips | October 3, 2023
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