hello everyone thank you for joining us

for the video series The Essential

Elements of a special needs plan proudly

presented in collaboration with ar gang

County my name is Ryan McGuire senior

consultant with Oak Wealth Advisors here

in Madison I a certified financial

planner that specializes in working with

families with loved ones with special

needs understanding and navigating the

landscape of special needs planning can

be overwhelming with so many critical

areas to consider the Aran County felt

it was important to publish an

interactive guide that encompasses

significant elements of special needs

planning tailored for our community here

in Daye County and throughout Wisconsin

in this series we will embark on a deep

dive into public benefits in Wisconsin a

primer on the support systems available

their eligibility criteria and how they

can be utilized

effectively second able accounts

shedding light on the advantages

limitations and optimal use of these tax

advantage savings accounts for

individuals with disabilities next

special needs trust exploring exploring

the nuances of setting up and managing

trust designed to ensure the financial

wellbeing of a person with special needs

and protection of their important

benefits beneficiary designation the

importance of precise planning to

prevent unintended consequences that

could disrupt the intended support for

the person with special needs

decision-making strategies and tools to

empower individuals with special needs

ensuring their voices are heard and

their rights are upheld vocational

support

will explore the role of vocational

supports in fostering Independence and

meaningful employment

opportunities housing investigating the

options available and the considerations

necessary for finding a secure and

suitable living

environment and finally letters of

intent the significance of these guiding

documents in capturing the hopes wishes

and crucial details for the future care

of someone with special needs each of

these topics has been cated and

researched to provide you with

actionable insights and practical

strategies whether you’re a caregiver

family member professional or an

individual of special needs this series

is designed to equip you with the

knowledge and resources necessary to

have a robust and effective plan so

let’s embark on this journey together

with the shared goal to building a

brighter more secure future for every

individual with special needs in our

community