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A flyer for a government benefits overview event on October 5.
Overview of Government Benefits | October 26, 2022
Poster for Dr. Ryan McGuire's talk at University of Wisconsin, Madison.
Discussion: Expediting Success and the Future of Financial Services
November 14, 2022
Presentation slide for NAPFA discussion on special needs planning essentials.
Discussion: Special Needs Planning Essentials for Financial Advisors | Jan 13, 2023
Event on optimizing special needs education at River School, Jan 25, 6-7:30 PM.
Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023
Logo of University of Illinois with text about intellectual and developmental disabilities.
Discussion January 31, 2023: The topic will focus on Down Syndrome
Flyer for a Special Needs Planning Symposium at a Napa resort.
Special Needs Planning Symposium February 2023
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