Virtual Online Presentation

Events at this venue

Today
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
Logo featuring two figures under a roof, symbolizing care for people with difficulties.
Presentation- Planning for Adulthood and Continuity of Care
Save the date for a special needs planning live webinar on Thursday, December 7.
Year-End Special Needs Planning Webinar 2023
Virtual info session on future planning for youth entering adulthood.
Planning for Adulthood and Continuity of Care
Virtual info session on public assistance programs for parents and guardians.
Government Benefits: SSI, Medicaid, SNAP
Virtual event on planning for agility and continuity of operations.
Planning For Adulthood and Continuity of Care
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
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 presentation on autism programs.
Presentation: Expert Led Training Session on the topics of Special Needs Trusts (SNT) and ABLE accounts
A government building with American flags and a modern facade.
Seven Essential Elements of a Special Needs Financial Plan October 5, 2021
Colorful plastic cups stacked in a pyramid on a wooden deck.
Dr. T.A. Meridian McDonald’s Research Presentation
Virtual event poster for Oak Tree Plantation, Feb 18, 2021.
Virtual Special Needs Planning Presentation | Feb 18, 2021