Education

Provide Education Through Seminars For Families To Proactively Plan For The Future.

One of our primary missions is to assist families in proactively preparing for the future. Achieving this goal requires educating families and engaging in sometimes difficult conversations. Although discussing topics like death and planning for it may be uncomfortable, it’s essential to safeguard our loved ones. Our aim is to offer both virtual and in-person seminars where families can exchange experiences and professionals can provide guidance on various topics such as guardianship, special needs trusts, individual and joint trusts, SSI/SSDI, insurance coverage for medical equipment, life insurance, Able accounts, financial planning, housing, and remodeling construction. We understand that navigating these matters can feel overwhelming, and many individuals may not have the capacity to contemplate planning. However, with the assistance of MCC, our volunteers, nonprofit organizations, and professional resources, we hope to make progress over time.

If you represent a nonprofit organization whose families could benefit from our seminars, please contact us. Help us assist you by sharing your concerns, areas where you need more information to gain a better understanding, or simply expressing a desire to connect with others who share similar experiences.

Empowerment Sessions

Enhancing Home Accessibility for People with Disabilities

Alternatives to Life Insurance – Focus on Annunities

Affordable Home Ownership

Life Insurance for Families with Special Needs Dependents

Insurance Considerations for Dependents with Special Needs

Community Integrated Supported Housing

How to Fund an Estate Plan

Wills vs. Trusts

What is an Estate Planning Attorney?

Saving for the Future

Financial Coaching for Parents and their Children with Disabilities

What is Advanced Planning and how does it tie into Estate Planning?

Essential Elements of a Successful Special Needs Financial Plan

Letter of Intent – An Extension of Your Estate Plan

Coming Soon

Estate & Financial Planning Seminars

Special Needs Planning Essentials

Special Needs Planning Deep Dive

529ABLE- A Less Expensive Special Needs Trust Alternative

Lifetime Income for Mom, Dad and Kids

Growing Assets on Top of market Growth to Provide for a Special Needs Heir

Estate Planning Documents

Estate Planning Documents
Estate Planning for People with Special Needs
Estate Planning Questionnaire

Supported Decision Making & Guardianship

SDM_Training_April2024
SDM-webinar-April-2024-CYVYC
Supported Decision Making Resources_WI BPDD

Financial Planning Documents

Special Needs Trusts

Financial Planning – Savings
Modern Woodmen – Scholarships

Financial Planning – Special Needs Trusts

Financial Planning – Savings Worksheet

Financial Planning for Youth with Disabilities

eGuide – Financial Planning Considerations

Coming Soon

Coming Soon

Housing

Housing for a Young Adult with Disabilities

Coming Soon!