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Katie Clancy is an expert and frequent speaker at parent support groups, local and national disability organizations, and therapeutic schools on the topic of special needs trusts and life planning, government benefits, ABLE accounts, and financial planning for special needs families. As a special needs planning attorney, member of the Academy of Special Needs Planners, and parent, Katie is passionate about providing guidance to special needs parents on formulating plans for your child’s financial future. As a parent of a special needs child, her first-hand knowledge in understanding the stress and concerns of special needs children and parents make her uniquely qualified to offer practical, sound advice in navigating complex planning issues. She has presented for Easter Seals, Turning Pointe Autism Foundation, Loyola University at Chicago’s Mustard Seed Project, Elmhurst Parents Support Group, Spot On Therapies, LLC, Aspire, the Informed Parent Series, and more. In addition, she participates in numerous special need resource fairs.
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Upcoming Events & Speaking Engagements
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October 21, 2020 - Planning for the Future for the Special Needs Family
If you have a child with special needs, the need to plan for your future, as well as your child’s, is important. It can be challenging to try to plan for a time that feels so far away. Early planning can not only put your mind at ease, it also gives your investments more time to grow. Now more than ever – planning ahead is critical.
Parents of children with special needs juggle so many concerns that it is easy to become overwhelmed. Our panelists for this webinar understand the challenges you face because they share them too. Join us for this complimentary webinar to:
Date: Wednesday October 21, 2020 Time: 6:00pm Central Time Meeting Location: Zoom Meeting - register here! Our Panelists:
The panelists will also be available for questions at the end of the webinar. This session will be recorded and available for later viewing. |
Past Events & Speaking Engagements
SEPTEMBER 16, 2020 - Planning for the Future for the Special Needs Family
If you have a child with special needs, the need to plan for your future, as well as your child’s, is important. It can be challenging to try to plan for a time that feels so far away. Early planning can not only put your mind at ease, it also gives your investments more time to grow. Now more than ever – planning ahead is critical.
Parents of children with special needs juggle so many concerns that it is easy to become overwhelmed. Our panelists for this webinar understand the challenges you face because they share them too.
Join us for this complimentary webinar to:
Our Panelists:
The panelists will also be available for questions at the end of the webinar. This session will be recorded and available for later viewing.
Parents of children with special needs juggle so many concerns that it is easy to become overwhelmed. Our panelists for this webinar understand the challenges you face because they share them too.
Join us for this complimentary webinar to:
- Learn about the government benefits that may be available now or in the future for your child.
- Understand special needs trusts and why you may need one.
- Learn how to set up a savings plan now that will work with your budget.
- Learn about other professionals and resources that are available to guide you.
Our Panelists:
- Katie M. Clancy, Special Needs Planning Attorney - Katie's work as a Special Needs Planning attorney evolved from her early background in Estate Planning Law, as she began to represent families who had loved ones with special needs. Katie’s practice is devoted to representing families in the special needs community as an attorney and as a mother of a child with special needs.
- Ed Scheer, Chartered Special Needs ConsultantTM and CERTIFIED FINANCIAL PLANNERTM - Ed guides families through the financial decisions and plans they must make for their loved ones. He is also the father of a child with special needs.
- Stacey J. Dembo, Social Security Attorney - Stacey’s practice is dedicated to representing children and adults with disabilities in Social Security matters including applications and appeals for SSI/SSDI benefits.
The panelists will also be available for questions at the end of the webinar. This session will be recorded and available for later viewing.
MARCH 11, 2020 -Adult Service & Support Provider Resource Fair for Individuals with Disabilities & Families
The Adult Service & Support Provider Resource Fair for Individuals with Disabilities & Families will include vendors with information on the following: employment, day support, future planning, special recreation, health/medical, independent living, legal, transportation, respite, assistive technology, advocacy, case management agencies and social networks. This event is hosted by Indian Prairie School District 204 and Naperville CUSD 203.
Date: Wednesday, March 11, 2020
Time: 6:30 pm - 8:00 pm
Location: Neuqua Valley High School, 2360 95th Street, Naperville, Illinois 60564
This is a free event.
Date: Wednesday, March 11, 2020
Time: 6:30 pm - 8:00 pm
Location: Neuqua Valley High School, 2360 95th Street, Naperville, Illinois 60564
This is a free event.
February 26, 2020 - LEGAL & FINANCIAL planning for special needs families
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? What government benefits available to your child? How can you provide financially for your child to maximize their quality of life without jeopardizing these programs and services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Event Hosted By:
AIM Center for Independent Living
3130 Finley Rd. Ste. 500
Downers Grove, IL 60515
Wednesday, February 26, 2020
7:00 pm - 9:00 pm
No RSVP necessary.
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Event Hosted By:
AIM Center for Independent Living
3130 Finley Rd. Ste. 500
Downers Grove, IL 60515
Wednesday, February 26, 2020
7:00 pm - 9:00 pm
No RSVP necessary.
November 13, 2019 - LEGAL & FINANCIAL ISSUES IN THE SPECIAL NEEDS FAMILY
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? What government benefits available to your child? How can you provide financially for your child to maximize their quality of life without jeopardizing these programs and services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
SEE THE FLYER
Event Hosted By:
Turning Pointe Autism Foundation
1500 Ogden Avenue
Naperville, IL
Wednesday, November 13th
7:00 - 8:30 pm
No RSVP necessary.
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
SEE THE FLYER
Event Hosted By:
Turning Pointe Autism Foundation
1500 Ogden Avenue
Naperville, IL
Wednesday, November 13th
7:00 - 8:30 pm
No RSVP necessary.
October 21, 2019 - Options Fair 2019
The Options Fair offers students with special needs and their families an opportunity to meet with colleges and universities as well as agencies that can provide services after high school. Clancy & Associates will be at this fair to answer to answer your special needs planning questions. To learn more, visit the Options Fair website: http://optionsfair.org/
Event Hosted By: Lyons Township High School
Event Date: Monday October 21, 2019
6:00pm - 8:00pm
Event Location:
Lyons Township High School South Campus
4900 Willow Springs Rd.
Western Springs, IL
Event Hosted By: Lyons Township High School
Event Date: Monday October 21, 2019
6:00pm - 8:00pm
Event Location:
Lyons Township High School South Campus
4900 Willow Springs Rd.
Western Springs, IL
October 15, 2019 - Letter of intent Clinic
How can you ensure that your child will remain well cared for and secure once others assume the role of guardian or caregiver? While creating a financial plan and establishing a specialized trust are central to preparing for your child's future, special needs planners also advise families to write down their intentions and expectations in a document referred to as a "Letter of Intent." Attend our upcoming clinic to make progress on this important step. Details and RSVP information are below. Registration is required as space is limited. See flyer for more information.
Tuesday, October 15, 2019
7:00 pm
Clancy & Associates Lisle Location
1001 Warrenville Road
Suite 500
Lisle, Illinois 60532
This clinic will help parents write a comprehensive Letter of Intent. A Letter of Intent is something parents of children with special needs create to provide more personal instructions for the Trustee of their child/adults’ special needs trust.
Light “homework” will be assigned in advance of the clinic date.
Our firm conducts this clinic for our fellow special needs families and clients on a
complimentary basis. However, we encourage you to make a donation to CHADD (Children and Adults with Attention Deficit Disorder) in lieu of a program fee.
Reservations required. To register, please email jennifer@clancyassociates.com, or
click here to register.
Tuesday, October 15, 2019
7:00 pm
Clancy & Associates Lisle Location
1001 Warrenville Road
Suite 500
Lisle, Illinois 60532
This clinic will help parents write a comprehensive Letter of Intent. A Letter of Intent is something parents of children with special needs create to provide more personal instructions for the Trustee of their child/adults’ special needs trust.
Light “homework” will be assigned in advance of the clinic date.
Our firm conducts this clinic for our fellow special needs families and clients on a
complimentary basis. However, we encourage you to make a donation to CHADD (Children and Adults with Attention Deficit Disorder) in lieu of a program fee.
Reservations required. To register, please email jennifer@clancyassociates.com, or
click here to register.
April 23, 2019 - SPECIAL NEEDS RESOURCE FAIR - PALATINE
The Future Begins Today event is an informational evening for parents and guardians of individuals with a wide-range of developmental disabilities and mental health needs. Information is being shared by over 50 adult service providers and community resource agencies.
This event is hosted by Township High School District 211, Township High School District 214, Barrington High School District 220 and NSSEO. See flyer for event details.
April 23, 2019
6:00 pm - 8:30 pm
Event Location:
Palatine High School
1111 N. Rohlwing Road
Palatine, IL 60074
This event is hosted by Township High School District 211, Township High School District 214, Barrington High School District 220 and NSSEO. See flyer for event details.
April 23, 2019
6:00 pm - 8:30 pm
Event Location:
Palatine High School
1111 N. Rohlwing Road
Palatine, IL 60074
April 18, 2019 - LEGAL AND FINANCIAL PLANNING FOR SPECIAL NEEDS FAMILIES
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Event Hosted By:
Turning Pointe Autism Foundation
1500 Ogden Avenue
Naperville, IL
Thursday April 18
7:00 - 8:30 pm
No RSVP necessary.
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Event Hosted By:
Turning Pointe Autism Foundation
1500 Ogden Avenue
Naperville, IL
Thursday April 18
7:00 - 8:30 pm
No RSVP necessary.
April 11, 2019 - LEGAL AND FINANCIAL PLANNING FOR SPECIAL NEEDS FAMILIES
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners. See flyer.
Event Hosted By:
Easter Seals of Villa Park
830 S. Addison Avenue, Villa Park
April 11, 2019
10:00 - 11:30 am
To register, please email
spike@eastersealsdfvr.org
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners. See flyer.
Event Hosted By:
Easter Seals of Villa Park
830 S. Addison Avenue, Villa Park
April 11, 2019
10:00 - 11:30 am
To register, please email
spike@eastersealsdfvr.org
April 6, 2019 - Wheaton Warrenville Special Needs PTA Resource Fair
Special Needs PTA Resource Fair for families who have children with special needs. This free event is hosted by Wheaton Warrenville Special Needs PTA. See flyer for details.
Event Details:
April 6, 2019
3:00 pm - 5:00 pm
Event Location:
Monroe Middle School
1855 Manchester Road
Wheaton, IL
Event Details:
April 6, 2019
3:00 pm - 5:00 pm
Event Location:
Monroe Middle School
1855 Manchester Road
Wheaton, IL
March 21, 2019 - Legal and financial Planning for Special needs families
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners. See flyer.
Event Hosted By:
Easter Seals of Villa Park
830 S. Addison Avenue, Villa Park
March 21, 2019
7:00 - 8:30 pm
To register, please email
spike@eastersealsdfvr.org
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners. See flyer.
Event Hosted By:
Easter Seals of Villa Park
830 S. Addison Avenue, Villa Park
March 21, 2019
7:00 - 8:30 pm
To register, please email
spike@eastersealsdfvr.org
February 26, 2019 - ELSA (Elmhurst Learning and Success Academy) Transition Fair
Special education students and their families are invited to learn about educational programs and other support services at the ELSA Transition Fair and Information Session.
Organizations that provide education, job training, employment, living options, public transportation, and health services for adults with differing abilities will be at the fair.
Event Details:
Hosted By: Elmhurst College
February 26, 2019
6:00 pm - 8:30 pm
Location: Elmhurst College, Frick Center Founder's Lounge
Free
Organizations that provide education, job training, employment, living options, public transportation, and health services for adults with differing abilities will be at the fair.
Event Details:
Hosted By: Elmhurst College
February 26, 2019
6:00 pm - 8:30 pm
Location: Elmhurst College, Frick Center Founder's Lounge
Free
February 23, 2019 - Indian Prairie Special Needs Resource Fair
EVERYONE is invited to enjoy a FREE fun-filled day with local vendors and special needs resources at the Indian Prairie Special Needs Resource Fair. Clancy & Associates as well as representatives from other organizations will be there to discuss exciting special needs programs, organizations and services for all ages and abilities! See flyer for details.
Hosted By
Indian Prairie Special Needs PTA
February 23, 2019
12:00 - 3:00 pm
Metea Valley High School
1801 Eola Road
Aurora, Illinois
No cost.
Hosted By
Indian Prairie Special Needs PTA
February 23, 2019
12:00 - 3:00 pm
Metea Valley High School
1801 Eola Road
Aurora, Illinois
No cost.
February 20, 2019 - Reviewing your special needs plan
You reevaluate the way you care for your child and work to best meet their needs every day. How long has it been since you reviewed your Special Needs Trust and Plan to be sure it can replicate the care and supports you envision?
Join us as we outline how to perform a "system check" of your Plan. This Clinic is right for you if:
Together, we will explore the various components of a solid Special Needs Trust and Plan and help you determine if your family's plan needs fine-tuning.
Event Details:
Hosted By: Clancy & Associates, Ltd.
February 20, 2019
7:00 - 9:00 pm
801 Warrenville Road, Lower Level
Lisle, IL
Cost: Free to clients, $50 donation to National Association for Down Syndrome for non-clients
Registration is required. Register here.
Join us as we outline how to perform a "system check" of your Plan. This Clinic is right for you if:
- your Trust or Plan is more than 5 years old
- your child is 18 or older
- you are not sure if the Trustee you've chosen is still the best choice
- you have not developed a financial plan to coordinate with benefits
- you have not created a Letter of Intent
- you are not sure if your assets and accounts reference your Trust
Together, we will explore the various components of a solid Special Needs Trust and Plan and help you determine if your family's plan needs fine-tuning.
Event Details:
Hosted By: Clancy & Associates, Ltd.
February 20, 2019
7:00 - 9:00 pm
801 Warrenville Road, Lower Level
Lisle, IL
Cost: Free to clients, $50 donation to National Association for Down Syndrome for non-clients
Registration is required. Register here.
January 16, 2019 - Camelot Mount prospect resource fair
Camelot Education is bringing together local organizations to provide families with resources to help support their loved one with a disability. Organizations include: Aspire, Clancy and Associates, LTD, Companions on Your journey, Elmhurst College-ELSA, Protected Tomorrow, NWSRA, Pace, Regional Transportation Authority, Family Benefit Solutions, Inc., Avenues To Independence, and more. There is no cost to attend. If you have any questions please contact: Shawna Kelley-Swanson at 224-612-8349 or sswanson@camelotforkids.org
Event Details:
Camelot Mount Prospect Resource Fair
Camelot Therapeutic Day School of Mount Prospect
580 Slawin Court
Mount Prospect, IL 60056
January 16, 2019
6:00 pm - 8:00 pm
Event Flyer
Event Details:
Camelot Mount Prospect Resource Fair
Camelot Therapeutic Day School of Mount Prospect
580 Slawin Court
Mount Prospect, IL 60056
January 16, 2019
6:00 pm - 8:00 pm
Event Flyer
November 15, 2018 LADSE Annual Resource fair
Join us at the LaGrange Area Department of Special Education (LADSE) 2018 Annual Transition Resource Fair! This event is for all student and families who are interested in obtaining educational materials and meet with representatives from local government and non-profit agencies, as well as colleges, universities, community organizations, recreation and businesses!
November 15, 2018
6:00 pm - 8:30 pm
Holiday Inn - Countryside
For more information: https://patch.com/illinois/burrridge/calendar/event/20181115/424462/ladse-2018-annual-transition-resource-fair
November 15, 2018
6:00 pm - 8:30 pm
Holiday Inn - Countryside
For more information: https://patch.com/illinois/burrridge/calendar/event/20181115/424462/ladse-2018-annual-transition-resource-fair
October 23, 2018 Options Fair
The Options Fair was established to offer students with special needs and their families an opportunity to meet with colleges and universities as well as agencies that can provide services after high school.
The Options Fair offers students with special needs an opportunity to meet with colleges, universities, adult services agencies, and other organizations. The post-secondary schools will be represented by staff from their organization and available to provide details regarding the programs and services available.
The Options Fair 2018 will be hosted at Wheaton Warrenville South High School:
1920 S. Wiesbrook Road
Wheaton, IL 60189
Tuesday, October 23, 2018
6:30 – 8:30 PM
The Options Fair offers students with special needs an opportunity to meet with colleges, universities, adult services agencies, and other organizations. The post-secondary schools will be represented by staff from their organization and available to provide details regarding the programs and services available.
The Options Fair 2018 will be hosted at Wheaton Warrenville South High School:
1920 S. Wiesbrook Road
Wheaton, IL 60189
Tuesday, October 23, 2018
6:30 – 8:30 PM
September 4, 2018 Letter of intent Clinic
How can you ensure that your child will remain well cared for and secure once others assume the role of guardian or caregiver? While creating a financial plan and establishing a specialized trust are central to preparing for your child's future, special needs planners also advise families to write down their intentions and expectations in a document referred to as a "Letter of Intent." Attend our upcoming clinic to make progress on this important step. Details and RSVP information are below.
Tuesday, September 4, 2018
7:00 pm
Clancy & Associates Lisle Location
1001 Warrenville Road
Suite 500
Lisle, Illinois 60532
This clinic will help parents write a comprehensive Letter of Intent. A Letter of Intent is something parents of children with special needs create to provide more personal instructions for the Trustee of their child/adults’ special needs trust.
Registration closes August 15, 2018. Light “homework” will be assigned in advance of the clinic date.
Reservations required. Click here to register.
Tuesday, September 4, 2018
7:00 pm
Clancy & Associates Lisle Location
1001 Warrenville Road
Suite 500
Lisle, Illinois 60532
This clinic will help parents write a comprehensive Letter of Intent. A Letter of Intent is something parents of children with special needs create to provide more personal instructions for the Trustee of their child/adults’ special needs trust.
Registration closes August 15, 2018. Light “homework” will be assigned in advance of the clinic date.
Reservations required. Click here to register.
August 1, 2018 Elmhurst Parents Support Group
Clancy & Associates will be speaking at the Elmhurst Parents Support Group from 12:00 - 2:00 pm on August 1st. The event is being held at the Elmhurst Community Bank, 330 W. Butterfield Road in Elmhurst. If you would like more information, please contact us.
April 24, 2018 "Legal and financial planning for the special needs family"
Turning Pointe Autism Foundation is pleased to present: “Legal and Financial Planning for the Special Needs Family” by Katie Clancy, Attorney at Law
Who: Katie Clancy, Special Needs Planning Attorney
When: Tuesday, April 24, 2018
Time: 1:00 pm
Where:
Turning Pointe Autism Foundation
1500 West Ogden Avenue
Naperville, Illinois 60540
630-570-7948
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Register for this FREE seminar by contacting Turning Pointe Autism Foundation at drowe@turningpointeaf.org
Who: Katie Clancy, Special Needs Planning Attorney
When: Tuesday, April 24, 2018
Time: 1:00 pm
Where:
Turning Pointe Autism Foundation
1500 West Ogden Avenue
Naperville, Illinois 60540
630-570-7948
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Register for this FREE seminar by contacting Turning Pointe Autism Foundation at drowe@turningpointeaf.org
April 19, 2018 "Legal and financial planning for the special needs family"
Turning Pointe Autism Foundation is pleased to present: “Legal and Financial Planning for the Special Needs Family” by Katie Clancy, Attorney at Law
Who: Katie Clancy, Special Needs Planning Attorney
When: Thursday, April 19, 2018
Time: 7:00 pm
Where:
Turning Pointe Autism Foundation
1500 West Ogden Avenue
Naperville, Illinois 60540
630-570-7948
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Register for this FREE seminar by contacting Turning Pointe Autism Foundation at drowe@turningpointeaf.org
Who: Katie Clancy, Special Needs Planning Attorney
When: Thursday, April 19, 2018
Time: 7:00 pm
Where:
Turning Pointe Autism Foundation
1500 West Ogden Avenue
Naperville, Illinois 60540
630-570-7948
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Register for this FREE seminar by contacting Turning Pointe Autism Foundation at drowe@turningpointeaf.org
MARCH 14, 2018 "LEGAL AND FINANCIAL PLANNING FOR THE SPECIAL NEEDS FAMILY"
Spot On Therapies, LLC is pleased to present: “Legal and Financial Planning for the Special Needs Family” by Katie Clancy, Attorney at Law
Who: Katie Clancy, Special Needs Planning Attorney
When: Wednesday, March 14, 2018
Time: 7:00 pm
Where:
Spot On Therapies, LLC
ICUL Conference Room
1807 W. Diehl Rd.
Naperville, IL 60563
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Register for this FREE seminar by contacting Spot On Therapies, LLC at 630-428-1595 or info@spotontherapies.com
Who: Katie Clancy, Special Needs Planning Attorney
When: Wednesday, March 14, 2018
Time: 7:00 pm
Where:
Spot On Therapies, LLC
ICUL Conference Room
1807 W. Diehl Rd.
Naperville, IL 60563
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
This seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. The presenter, Katie Clancy, is a Special Needs Planning attorney and a member of the Academy of Special Needs Planners.
Register for this FREE seminar by contacting Spot On Therapies, LLC at 630-428-1595 or info@spotontherapies.com
Oct 9, 2017 "The Mustard Seed Project" at Loyola University
The Mustard Seed Project is a conference that explores the important topic of serving students with disabilities within the Catholic school setting. Drawing on the experience of Catholic school professionals and clinicians, this conference will highlight promising practices and provide practical lessons on inclusive practices in Catholic schools. This year, Clancy & Associates will be presenting "Supporting Parents with Life Planning Resources" at the conference.
Learn more and register here.
Learn more and register here.
October 24, 2017 "Legal and Financial Planning for the Special Needs Family"
Tuesday, October 24th
7:00 p.m.
Chicago Aspire location
3235 W. Montrose Avenue
What can you do to protect your child's eligibility for government benefits, programs and services? How can you provide financially for your child to maximize their quality of life?
This seminar will cover special needs trusts, ABLE act and planning and financial planning for the special needs family.
Free childcare available, but registration is required.
Register here for this free seminar.
7:00 p.m.
Chicago Aspire location
3235 W. Montrose Avenue
What can you do to protect your child's eligibility for government benefits, programs and services? How can you provide financially for your child to maximize their quality of life?
This seminar will cover special needs trusts, ABLE act and planning and financial planning for the special needs family.
Free childcare available, but registration is required.
Register here for this free seminar.
june 10, 2017 Full Circle, Aspire's Family Resource Fair
Saturday, June 10, 2017
9 a.m. – 2:30 p.m.
Aspire Eamon Shannon Center (1815 S. Wolf Rd, Hillside)
Full Circle is a whole-family resource fair and conference geared towards developing systems of support among families, providers and the community. Join Aspire Kids and connect with other families as the organization shares information and highlights resources that will benefit families of children with disabilities. Childcare and fun activities will be provided.
Learn more: www.aspirechicago.com/full-circle/
Breakout Session: 11:15-11:45AM (30 Minutes)
"Financial Planning for the Special Needs Family" (Panel)
Explore information to help you navigate the many financial factors related to raising a child with a disability and planning for their future. Get your questions answered during this interactive Q&A forum!
Panelists: Katie Clancy (Attorney), Ed Scheer (Certified Financial Planner), and Stacey Dembo (Attorney)
FREE Admission
ALL are welcome!
RSVP Here: www.facebook.com/events/289751344772580/
9 a.m. – 2:30 p.m.
Aspire Eamon Shannon Center (1815 S. Wolf Rd, Hillside)
Full Circle is a whole-family resource fair and conference geared towards developing systems of support among families, providers and the community. Join Aspire Kids and connect with other families as the organization shares information and highlights resources that will benefit families of children with disabilities. Childcare and fun activities will be provided.
Learn more: www.aspirechicago.com/full-circle/
Breakout Session: 11:15-11:45AM (30 Minutes)
"Financial Planning for the Special Needs Family" (Panel)
Explore information to help you navigate the many financial factors related to raising a child with a disability and planning for their future. Get your questions answered during this interactive Q&A forum!
Panelists: Katie Clancy (Attorney), Ed Scheer (Certified Financial Planner), and Stacey Dembo (Attorney)
FREE Admission
ALL are welcome!
RSVP Here: www.facebook.com/events/289751344772580/
Feb 28, 2017 “Legal and Financial Planning for the Special Needs Family”
“Legal and Financial Planning for the Special Needs Family”
by Katie Clancy, Attorney at Law, and Ed Scheer, MBA, CFP®
February 28, 2017, 7:00 p.m.
Aspire’s Eamon Shannon Center
1815 S. Wolf Road, Hillside, IL
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
by Katie Clancy, Attorney at Law, and Ed Scheer, MBA, CFP®
February 28, 2017, 7:00 p.m.
Aspire’s Eamon Shannon Center
1815 S. Wolf Road, Hillside, IL
What can you do today to protect and ensure your child’s access to governmental benefits, programs and services? How can you provide financially for your child to maximize their quality of life without jeopardizing these services?
Feb 15, 2017 “Women, Wealth and PLANNING - Developing Your Wealth Strategy”
Wednesday, February 15, 2017
at 6:30 p.m.
Saint Ignatius College Prep
1076 W. Roosevelt Road Chicago, IL 60608
McLaughlin Room
Saint Ignatius College Prep Women's Society Presents, “Women, Wealth and Planning - Developing Your Wealth Strategy”. The evenings topics include what you need to know about estate planning and the unique risks women face while planning for retirement.
• Ann Bettendorf Freeman: Financial Advisor at Morgan Stanley Wealth Management
• Katie Clancy: Estate Planning Attorney, Clancy & Associates, Ltd.
• Jill Peters: Family Law Attorney, The Law Office of Jill M. Peters, LLC
More information: www.ignatiuschicago.org/womenssociety
at 6:30 p.m.
Saint Ignatius College Prep
1076 W. Roosevelt Road Chicago, IL 60608
McLaughlin Room
Saint Ignatius College Prep Women's Society Presents, “Women, Wealth and Planning - Developing Your Wealth Strategy”. The evenings topics include what you need to know about estate planning and the unique risks women face while planning for retirement.
• Ann Bettendorf Freeman: Financial Advisor at Morgan Stanley Wealth Management
• Katie Clancy: Estate Planning Attorney, Clancy & Associates, Ltd.
• Jill Peters: Family Law Attorney, The Law Office of Jill M. Peters, LLC
More information: www.ignatiuschicago.org/womenssociety
Oct 10, 2016 "The Mustard Seed Project" at Loyola University
The Mustard Seed Project is a conference that explores the important topic of serving students with disabilities within the Catholic school setting. Drawing on the experience of Catholic school professionals and clinicians, this conference will highlight promising practices and provide practical lessons on inclusive practices in Catholic schools.
For session times and more information: www.luc.edu/gcce/resources/themustardseedproject/
For session times and more information: www.luc.edu/gcce/resources/themustardseedproject/
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