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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
Virtual informational hour about government business programs via Kyocera.
Overview of Government Benefits Programs