Events
Your Personal Financial Workshop — Invite Your Circle
An intimate, client-driven workshop designed for your community. You choose the date, provide a list of 10–20 guests, and I’ll bring the guidance (and the pizza).
Who Should Attend:
Adults who want practical, honest conversations about money — women in transition, parents, couples, friends, and families navigating disability or other life changes.
What You’ll Get:
A relaxed, educational experience featuring a Thrivent-approved workshop of your choice, interactive Q&A, and time to talk money in a supportive, judgment-free space. Snacks included; your guests are welcome to BYOB.
Group Size:
Minimum 5 confirmed attendees.
How to Book:
Contact me to coordinate scheduling and provide your guest list. I’ll send all email invitations and manage RSVPs.
Availability:
Offered once per month (or by appointment), in-person within one hour of Downers Grove or virtually.
Important Note:
These are Thrivent-approved educational workshops. No products will be sold during the sessions.
Planning for a Loved One with Disabilities: Part 2
Secure Their Future. Empower Their Life.
Join us for practical educational sessions designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning, and building a care team and support network.
Who Should Attend:
Parents, guardians, siblings, and caregivers of individuals with disabilities—anyone ready to take charge, make informed decisions, and build a future rooted in dignity, independence, and lasting support.
Build a secure future for your loved one with disabilities—plan benefits, care, and financial support with confidence.
Session 1: (June 9)
• Learn how to protect eligibility for government benefits.
• Legal considerations: guardianship, powers of attorney, advance directives.
Session 2: (July 14)
• Tools for financial planning: special needs trusts, ABLE accounts, life insurance.
Planning for a Loved One with Disabilities (noon session)
BUILD A SECURE FUTURE FOR YOUR LOVED ONE WITH DISABILITIES - PLAN BENEFITS, CARE, AND FINANCIAL SUPPORT WITH CONFIDENCE.
- Learn how to protect eligibility for government benefits
- Tools for financial planning: special needs trusts, ABLE accounts, life insurance
- Legal considerations: guardianship, powers of attorney, advance directives
WHO SHOULD ATTEND:
Parents, guardians, siblings, and caregivers of individuals with disabilities - anyone
ready to take charge, make informed decisions, and build a future rooted in dignity, independence, and lasting support
Planning for a Loved One with Disabilities (evening session)
BUILD A SECURE FUTURE FOR YOUR LOVED ONE WITH DISABILITIES - PLAN BENEFITS, CARE, AND FINANCIAL SUPPORT WITH CONFIDENCE.
- Learn how to protect eligibility for government benefits
- Tools for financial planning: special needs trusts, ABLE accounts, life insurance
- Legal considerations: guardianship, powers of attorney, advance directives
Who Should Attend:
Parents, guardians, siblings, and caregivers of individuals with disabilities - anyone ready to take charge, make informed decisions, and build a future rooted in dignity, independence, and lasting support
Your Personal Financial Workshop — Invite Your Circle
Your Personal Financial Workshop — Invite Your Circle
102346
RegisterAn intimate, client-driven workshop designed for your community. You choose the date, provide a list of 10–20 guests, and I’ll bring the guidance (and the pizza).
Who Should Attend:
Adults who want practical, honest conversations about money — women in transition, parents, couples, friends, and families navigating disability or other life changes.
What You’ll Get:
A relaxed, educational experience featuring a Thrivent-approved workshop of your choice, interactive Q&A, and time to talk money in a supportive, judgment-free space. Snacks included; your guests are welcome to BYOB.
Group Size:
Minimum 5 confirmed attendees.
How to Book:
Contact me to coordinate scheduling and provide your guest list. I’ll send all email invitations and manage RSVPs.
Availability:
Offered once per month (or by appointment), in-person within one hour of Downers Grove or virtually.
Important Note:
These are Thrivent-approved educational workshops. No products will be sold during the sessions.
Planning for a Loved One with Disabilities: Part 2
Planning for a Loved One with Disabilities: Part 2
link
105068
RegisterSecure Their Future. Empower Their Life.
Join us for practical educational sessions designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning, and building a care team and support network.
Who Should Attend:
Parents, guardians, siblings, and caregivers of individuals with disabilities—anyone ready to take charge, make informed decisions, and build a future rooted in dignity, independence, and lasting support.
Build a secure future for your loved one with disabilities—plan benefits, care, and financial support with confidence.
Session 1: (June 9)
• Learn how to protect eligibility for government benefits.
• Legal considerations: guardianship, powers of attorney, advance directives.
Session 2: (July 14)
• Tools for financial planning: special needs trusts, ABLE accounts, life insurance.
Planning for a Loved One with Disabilities (noon session)
Planning for a Loved One with Disabilities (noon session)
link
105265
RegisterBUILD A SECURE FUTURE FOR YOUR LOVED ONE WITH DISABILITIES - PLAN BENEFITS, CARE, AND FINANCIAL SUPPORT WITH CONFIDENCE.
- Learn how to protect eligibility for government benefits
- Tools for financial planning: special needs trusts, ABLE accounts, life insurance
- Legal considerations: guardianship, powers of attorney, advance directives
WHO SHOULD ATTEND:
Parents, guardians, siblings, and caregivers of individuals with disabilities - anyone
ready to take charge, make informed decisions, and build a future rooted in dignity, independence, and lasting support
Planning for a Loved One with Disabilities (evening session)
Planning for a Loved One with Disabilities (evening session)
link
104566
RegisterBUILD A SECURE FUTURE FOR YOUR LOVED ONE WITH DISABILITIES - PLAN BENEFITS, CARE, AND FINANCIAL SUPPORT WITH CONFIDENCE.
- Learn how to protect eligibility for government benefits
- Tools for financial planning: special needs trusts, ABLE accounts, life insurance
- Legal considerations: guardianship, powers of attorney, advance directives
Who Should Attend:
Parents, guardians, siblings, and caregivers of individuals with disabilities - anyone ready to take charge, make informed decisions, and build a future rooted in dignity, independence, and lasting support
No products will be sold.