Events /

Virtual 6th Annual Transition Summit “Focus On: Finances”


Saturday, September 11, 2021    
9:00 am - 3:00 pm

Event Type


This event is now a VIRTUAL, day-long seminar focusing on government benefits and financial planning for persons with developmental disabilities and their families

The 6th Annual Transition Summit “Focus on: Finances” is being held online on Sept. 11 from 9 a.m. – 3:15 p.m.

Families, educators, providers and community members are invited to attend. The registration fee is $10.

Connect to Community, in partnership with the Village of Hoffman Estates Commission for People with Disabilities and the Northwest Suburban Special Education Organization (NSSEO), is hosting this event. The interactive and informative sessions are open to anyone who wants to learn more about:

  • SSI, SSDI, HFS: Understanding the Alphabet Soup of Government Benefits
    Presenter Sherri Schneider, President, Family Benefit Solutions, will cover the who, what, where, and when of the major government benefit programs. A large emphasis will be placed on IL Medicaid, which is needed for waiver programs.
  • Special Needs Trusts and Related Planning Options
    Attorney Nancy Spain, Co-Founder of Spain, Spain & Varnet, will provide an overview of special needs trusts. Her presentation includes how and when to establish a special needs trust and how ABLE act accounts can enhance the benefit of a special needs trust.
  • Retiring for Three: Planning Tips for the Special Needs Parent
    An in-depth look with presenter Mary Anne Ehlert, President & Founder, Protected Tomorrows, Inc., at important retirement planning facts to consider when you also have a child with a disability.
  • Simplifying the Complex: The Essential Elements of a Special Needs Plan
    Mike Walther, President & Founder, Oak Wealth Advisors, will walk participants through a comprehensive review of the information families need to improve planning for their loved ones with special needs. Walther will also field questions to ensure that attendees leave feeling equipped to address their own family’s unique planning challenges.

Register here for this online event. Registration closes on Monday, Sept. 6, or when capacity is met.

Continuing education credit may be requested during registration.

Individuals who had already registered for the in-person event will receive a refund via Eventbrite.