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Workshops & Presentations

Our Workshops teaches families how to prepare for the financial future of their child, or other dependent, with special needs. The primary objective of the workshops is to introduce attendees to strategies geared towards helping their dependent maintain eligibility for government benefits, while meeting the needs for lifetime of care and quality of life issues. The workshops covers Estate Planning, Guardianship, Wills and Trusts, and Letters of Intent.   

There is no fee to host a workshop.

To request a workshop, please click here: (Workshop Request Form)

Please know that we would welcome your call with any questions or requests at (262) 955-6636.