Banking on Their Futures
Long-Term 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
What to 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)
🎟️ Registration Preferred & Walk-ins Welcome
FREE
FREE event to attend, but registration is required to secure your spot.
Lunch available for $10/person (not included), catered by Texas Roadhouse.
Walk-ins are welcome , however registration is required to secure your seat.
Register today and be among the first 150 attendees to receive a swag bag and raffle ticket at the door.
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
Structura Financial Partners
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.
Tim Markle
Family Leader, Wisconsin Autism
Transition Demonstration Project
Tim Markle Tim will share how families can help youth grow into self-determined and confident adults, highlighting practical ways to nurture independence and encourage self-advocacy.
Sponsors
Lunch Sponsor
Main Sponsor
Exhibitors
Brighter Behaviors
Behavior Analyst (CLTS Provider + Autism focused)
Structura Financial Partners
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
Akamai
Investment
Tax prep/debt reduction/Spanish Speaking
Compeer
Financial
Mortgage/Housing Financing Options
Partner & Community Collaboration
- Nonprofits serving families and individuals with disabilities
- Community organizations and service providers
- Professional partners aligned with our mission