Our Goal:  A Call to Action to Transform the Future for Young Adults with Mental Health Needs.  

5.4.16  at Lake Forest Administrative Center West Campus​ AND 5.10.16 at Glenbrook South High School

MEET THE PANEL 6pm to 7:20 PM

Guardianship Alternatives and Special Needs Trust

Amy Handler Kasallis, J.D. Law Office of Amy Handler Kasallis, will discuss guardianship and guardianship alternatives for young adults with mental health needs and impact on financial, medical and legal decisions.  


L. Mark Russell, J.D., Law Office of L.Mark Russell, will discuss special needs trusts and estate planning for young adults with special needs.  

SSI and Medicaid

Megan Miller, LCSW, Program Manage at Trilogy Services will discuss an overview of SSI/Medicaid eligibility, the benefits to obtaining SSI and Medicaid, how it affects competitive employment, and how to navigate the process. 
TrilogySSN.pdf

Financial Planning

Michael Walther, CPA/PFS, CFP, CFA, President and Managing Member of Oak Wealth Advisors will discuss mistakes that are commonly made in special needs financial planning and advice in the following areas:  ABLE Accounts, life insurance, benefits planning etc.  
TenTips4SuccessfulTranAdulthood.pdf
10ElementsSuccessfulFinancialPlan.pdf​

BREAK 7:20 - 7:30 SIGN UP FOR YOUR SMALL GROUP
SMALL GROUP SESSIONS 7:30 - 8:30
Declaration4MentalHealthTreatment.pdf​