Education
Webinar
Program
The Webinar Education Program is an educational initiative led by Morgan’s Caring Connection, designed to equip families, professionals, and community partners with practical knowledge around long-term planning for individuals with disabilities.
What This Program Is
Our Webinar Education Program exists to educate and empower, not sell or overwhelm.
Each webinar is designed to:
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Explain complex topics in plain language
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Clarify options families may not realize they have
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Help families make informed next-step decisions
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Strengthen collaboration across nonprofits and professionals
Sessions are virtual, accessible, and open to the community.
Topics We Cover
Webinar topics focus on the realities of long-term planning for individuals with disabilities and their caregivers, including:
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Guardianship: when it’s needed, when it’s not, and alternatives
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Special Needs Trusts and estate planning basics
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Financial planning considerations for special needs families
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ABLE Accounts and benefit-friendly savings tools
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Transition planning for adulthood (18+, school exit, SSI)
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Navigating benefits without jeopardizing eligibility
Topics evolve based on community feedback and emerging needs.
Who Presents
Webinars are presented by trusted, vetted professionals within Morgan’s Caring Connection’s Professional Network.
Presenters are selected not only for expertise, but for their ability to communicate clearly and compassionately.
Estate planning attorneys
Financial advisors
Benefits specialists
Therapists/Coaches
Why This Program Matters
Many families know planning is important but don’t know where to start, who to trust, or what applies to their situation.
The Webinar Education Program:
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Removes confusion and misinformation
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Encourages proactive planning
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Creates a shared understanding across professionals and nonprofits
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Supports stronger outcomes for families long-term
Education is one of Morgan’s Caring Connection’s three core programs, alongside financial support and access to trusted resources.
Upcoming Webinars
These webinars are short, focused, and actionable created to answer real questions families face without overwhelming them. Each session is presented by vetted professionals from our network and grounded in real-world experience.
Planning for Your Loved One with Disabilities’ Future
January 27, 2026
Speaker: Janis Strutt
Organization: Morgan's
Caring Connection
Estate Planning for Special Needs
February 17, 2026
Speaker: Dera Johnsen-Tracy
Organization: Horn & Johnsen SC
The 529ABLE: The Low-Cost Alternative or Companion to a Special Needs Trust
March 17, 2026
Speaker: Carrie Waters Schmidt, CFP®
Organization: Equanimity Wealth
Planning and Investing
Planning for your Loved One with Disabilities Future
March 25, 2026
Speaker: Janis Strutt
Organization: Morgan's
Caring Connection
Guardianship 101: When It's Needed, How It Works, and Alternatives in Wisconsin
April 28, 2026
Speaker: Dera Johnsen-Tracy
Organization: Horn & Johnsen SC
Tax Planning & Financial Literacy
May, 2026
Speaker: Jara Rios-Rodriquez
Organization: Akamai Advisors
Life Insurance / Durable Medical Equipment
June 16 , 2026
Speaker: Jason Stendalen
Organization: C4 Insurance
Planning for your Loved One with Disabilities Future
June 23, 2026 |
Speaker: Janis Strutt
Organization: Morgan's
Caring Connection
Navigating Education: IEP & 504
July , 2026
Speaker: Jennifer Pawlek
Organization: Autism Consulting
Services of Milwaukee
SSI/SSDI & Medicaid
August 28, 2026
Speaker: Carrie Davies
Organization: Prairie Grove Insurance
What’s After High School – Almost Everything You Need to Know about the Transition to Adult Life for Youth with Disabilities
September 22 , 2026
Speaker: Danielle Trolzmann
Organization: Family Voices
of Wisconsin
Planning for your Loved One with Disabilities Future
September 29, 2026
Speaker: Janis Strutt
Organization: Morgan's
Caring Connection
Limit Setting, Positive Behavior Management, Communication & Relational Strategies
October , 2026
Speaker: Jennifer Pawlek
Organization: Autism Consulting
Services of Milwaukee
Retirement Planning for Parents of Loved Ones with Special Needs
November 18 , 2026
Speaker: Ryan McGuire
Organization: Oak Wealth Management
Planning for your Loved One with Disabilities Future
December 16, 2026
Speaker: Janis Strutt
Organization: Morgan's
Caring Connection
How do you fund a trust?
December , 2026
Speaker: Abigail Plankey
Organization: Hooper Law Office
How the Program Is Delivered
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Live virtual webinars (typically 60 minutes)
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Time reserved for Q&A
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Registration requested, but not required
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Follow-up resources and feedback surveys provided
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Sessions are recorded and will be posted to YouTube and our website
Organizations and partners are encouraged to share webinar opportunities with the families they serve.
With heartfelt gratitude, we thank the foundations whose generosity made our Education Webinar Program possible. Their investment allows Morgan’s Caring Connection to expand access to trusted information, empower families raising dependents with disabilities, and reach communities across Wisconsin with education that supports long-term planning and peace of mind.
Partner & Community Collaboration
We actively collaborate with:
- Nonprofits serving families and individuals with disabilities
- Community organizations and service providers
- Professional partners aligned with our mission
If your organization would like to co-promote a webinar, suggest a topic, or present, we welcome collaboration.