Special Needs Planning Conference

Banking on Their Futures

Long-Term Planning Conference for Special Needs Caregivers

Co-Hosted by Morgan's Caring Connection and Space Autastic.

About the Event

A Special Needs Financial Planning Conference

Banking on Their Futures is a one-day, in-person conference created specifically for parents, guardians, and caregivers of individuals with special needs.

Hosted by Morgan's Caring Connection (MCC) and Space Autastic, this event is designed to give families clarity, confidence, and peace of mind when planning for their loved one's future – without pressure, confusion, or overwhelming information.

Sponsored by Old National Bank, the conference meets families where they are and provides practical tools, trusted connections, and real answers.

View Conference Flyer

What to Expect

Real Support for Caregivers

This conference is focused on real-life planning and meaningful support for caregivers.

You can expect:

Four educational presentations focused on long-term planning, financial stability, and navigating complex systems
Guidance on estate planning, SSI/SSDI, Medicaid, and life transitions
Free 20–30 minute financial reviews with trusted professionals
Time to ask questions and receive clear, understandable answers
Opportunities to connect with professionals and leave with realistic next steps
Complimentary chair massages (provided by West Therapeutic Massage)

Whether you are just beginning to plan or feel stuck and unsure what to do next, this conference offers a supportive, informative, and welcoming environment designed to help you move forward with confidence.

View Sponsorship Flyer

Registration

🎟️ Registration Preferred & Walk-ins Welcome

Conference registration includes full access to all educational sessions, expert presentations, live Q&A discussions, community connection booths, complimentary 20–30 minute financial reviews, and caregiver wellness offerings.

FREE

FREE event to attend, but registration is required to secure your spot.

Lunch available for $10/person (not included), catered by Texas Roadhouse.

Walk-ins are welcome, however registration is required to secure your seat.

Banking on Their Futures 2026 MCC special needs conference promotional image

Save the Date

Event Details & Registration

Date: Sunday, April 26, 2026

Time: 12:00 PM – 3:00 PM

Location:

BPNN's Kasieta Center

1200 E. Verona Ave.

Verona, WI 53593

Hosted by: Morgan's Caring Connection & Space Autastic

Sponsored by: Old National Bank

CLTS Approved Event

Featured Experts

Panel of Speakers

Dera Johnsen-Tracy

Estate Planning Attorney — Horn & Johnsen S.C.

Dera explains essential legal documents and the differences between special needs trusts, showing how to align your will and beneficiary designations to meet your planning objectives.

View PDF Presentation

Carrie Davies

Owner — Prairie Grove Insurance Agency

Carrie provides a plain-language overview of SSI, SSDI, and Medicaid, specifically focusing on how these essential programs support both children and adults with special needs.

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Missy Burback

Wealth Management Advisor — Northwestern Mutual

Missy will guide you through building a coordinated professional team and creating a tailored financial plan, focusing on how Special Needs Trusts and ABLE plans protect your benefits.

View PDF Presentation

Tim Markle

Family Leader — Wisconsin Autism Transition Demonstration Project

Tim will share how families can help youth grow into self-determined and confident adults, highlighting practical ways to nurture independence and encourage self-advocacy.

View PDF Presentation

Community Partners