Getting Your Financial Ducks in a Row: Financial Considerations for Individuals with Disabilities and their Families

  • Wednesday, January 8, 2025

Services for People with Disabilities (SFPD) presents this free Community Education Workshop series online via Zoom.

This 3-part series focuses on financial options and planning for people with disabilities and their families. The series will start with a conversation on the Top Ten Financial Planning Tips followed by a discussion on Special Needs Trusts and ending with a conversation on Able Accounts. Join us for this informative series.

January 8th, 2025, 6pm
Top Ten Special Financial Needs Planning Tips
Mike Walther, Founder and President, Oak Wealth Advisors

January 22nd, 2025, 2pm
Special Needs Trusts
Sara Riechert, JD, Chamberlin Reicher Law Group

February 12th, 2025, 2pm
Able Accounts
Rosemary Laudani, Illinois State Treasurer’s Office

This event is free and open to the public. 3 Hours of Continuing education credits are available for QIDP's. *Session may be recorded.

Registration is required. 
Register Today!

Or call Kathryn Dougherty at 773.765.3158 to register.
You will receive a Zoom link to participate via email the day prior to the session.

For help with registration, and for any accommodations, please contact Kathryn Dougherty.


JCFS Chicago is a partner with the Jewish United Fund in serving our community.
We embrace diversity. Our commitment to inclusivity is woven throughout our services, programs and welcoming workplace.
We strive to make all of our programs and events accessible. Please call 855.275.5237 to arrange for assistive services.