Workshops and Live Stream Events

September 2024

• Life Planning Series : Special and supplemental needs trusts and ABLE accounts

  Date: Monday, September 9, 2024 — 6:30 PM - 8:00 PM CT
  Location: Online Web Streaming
  This workshop will focus on Powers of Attorney, health care directives, maintaining eligibility for government benefits, Special and Supplemental Needs Trusts, and ABLE accounts. This workshop will address the unique challenges facing families and individuals as they begin their transition into adulthood. Presented by Roger Strege, CES(c), president of Special Needs Planners, a financial planner, and Certified Estate and Trust Specialist™. Attendance at both workshops in the series is encouraged.
  Special and supplemental needs trusts and ABLE accounts - Register for this workshop

• Life Planning Series : Supported decision-making and guardianship

  Date: Monday, September 16, 2024 — 6:30 PM - 8:00 PM CT
  Location: Online Web Streaming
  This workshop will address the consideration and purpose of supported decision-making and guardianship, with a focus on the details of the legal procedures. It will include a discussion about what changes for the parents and their child regarding legal rights and authority when the child reaches age 18, and what parents should consider about providing support for their son or daughter into adulthood. Presented by Joseph P. Kukla, esq., Thiel, Anderson, Kukla, and Gunderson, LLP. Attendance at both workshops in the series is encouraged.
  Supported decision-making and guardianship - Register for this workshop