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Workshops and Live Stream Events

November 2023

  • Life Planning Series : Part 1: Special and Supplemental Needs Trusts and ABLE Accounts

    Date: Monday, November 6, 2023 — 7:00 PM - 8:30 PM CT
    Location: Online Web Streaming
    This workshop will focus on power of attorney, health care directives, maintaining eligibility for government benefits, special and supplemental needs trusts, and ABLE Accounts. Presented by Roger Strege, CES™, President of Special Needs Planners, Financial Planner, Certified Estate, and Trust Specialist.
  • Life Planning Series : Part 2: Supported Decision Making and Guardianship

    Date: Monday, November 13, 2023 — 7:00 PM - 8:30 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 and a discussion about both short and long-term planning. Presented by Joseph P. Kukla, esq., Thiel, Anderson, Kukla & Gunderson, PLLP.