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Follow our Informed Parent Series on FacebookParents of children with special needs often require sophisticated research and information to better advocate and represent their children. Whether your advocacy takes place at school or in finding the best services for your child, knowledge is power. Our mission is to empower parents with unique, relevant in-depth information. Seminars are free.
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Upcoming Events & Speaking Engagements
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 Memorandum of Intent, also known as a "Letter of Intent."
A Letter of Intent is the most powerful and insightful way that you, the parent, can direct your child’s care after you are gone. While writing a Memorandum of Intent can be time-consuming and emotionally taxing, it's very important not to postpone this task. Without such a document, future caregivers will lack a comprehensive, thoughtful record of your child's history, needs, hopes and dreams.
We’re here to help you make progress on this important step. We invite you to attend our clinic on Tuesday, September 4th at 7:00 p.m. Registration is required, as space is limited. Registration closes August 15, 2018. Light “homework” will be assigned in advance of the clinic date. This clinic is complimentary for our clients, and a $50 donation to Turning Pointe Autism Foundation for non-clients. Click here to register.
Event Details:
Tuesday, September 4, 2018
7:00 pm
Clancy & Associates
1001 Warrenville Road
Suite 500
Lisle, IL
A Letter of Intent is the most powerful and insightful way that you, the parent, can direct your child’s care after you are gone. While writing a Memorandum of Intent can be time-consuming and emotionally taxing, it's very important not to postpone this task. Without such a document, future caregivers will lack a comprehensive, thoughtful record of your child's history, needs, hopes and dreams.
We’re here to help you make progress on this important step. We invite you to attend our clinic on Tuesday, September 4th at 7:00 p.m. Registration is required, as space is limited. Registration closes August 15, 2018. Light “homework” will be assigned in advance of the clinic date. This clinic is complimentary for our clients, and a $50 donation to Turning Pointe Autism Foundation for non-clients. Click here to register.
Event Details:
Tuesday, September 4, 2018
7:00 pm
Clancy & Associates
1001 Warrenville Road
Suite 500
Lisle, IL
October 11, 2018 "LEGAL AND FINANCIAL PLANNING FOR THE SPECIAL NEEDS FAMILY"
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 FREE seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. Registration is required, as space is limited. Please register here.
Event Details:
Thursday, October 11, 2018
7:00 pm
Clancy & Associates
1001 Warrenville Road
Suite 500
Lisle, IL
This FREE seminar will describe basic estate planning, special needs trusts, ABLE accounts, and financial planning for the special needs family. Registration is required, as space is limited. Please register here.
Event Details:
Thursday, October 11, 2018
7:00 pm
Clancy & Associates
1001 Warrenville Road
Suite 500
Lisle, IL
Past Events & Speaking Engagements
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/
