Banking on Their Futures
Financial Planning Conference for Special Needs Caregivers
Co-Hosted by Morgan’s Caring Connection and Space Autastic.
Banking on Their Futures
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.
What to Expect
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.
Registration
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.
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
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.
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.
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.
-
Sponsors
This conference brings together trusted community partners who share a commitment to supporting families of individuals with special needs. Our sponsors help make this event accessible, informative, and focused on providing real guidance without pressure or overwhelm.
CLTS APPROVED EVENT – Contact your Case Manager for eligibility.
Lunch Sponsor
Main Sponsor
Exhibitors
Brighter Behaviors
Behavior Analyst (CLTS Provider + Autism focused)
Northwestern Mutual
Financial Advisor
Prairie Grove Insurance
SSI/Medicaid
Waisman Center
Transition (child to adult)
W.E. Davies
Remodeling & Handyman Services (CLTS Provider)
AmFam
Insurance
Wilkinson Law
Estate Planning Attorney
C4 Insurance
Insurance
Wealthspire Advisors
Financial Advisor
Highest Potential Pathways
Disability Life Quality Coach (CLTS + IRIS Provider)
Gunderson Funeral Home
Funeral Planning
Coaching
4U, LLC
Money Accountability Coach
Old National Bank
Banking +
TMG
IRIS Consulting Agency
Wayne Law SC
Estate Planning Attorney
Beautiful Life
IEP Advocacy
Life
Navigators
Special Needs Trusts & Corporate Guardianship
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 participate in some way at our conference next year, we welcome the collaboration.