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PAST EVENT: Lunch and Learn with Attorney Jessica Liebau

  • Ozaukee Nonprofit Center 2360 Dakota Drive Grafton, WI, 53024 United States (map)

Lunch and Learn with Attorney Jessica Liebau

Special needs planning can be overwhelming. Where do you start, what do all these words mean, and do you need an attorney? This program, facilitated by an experienced special needs planning and guardianship attorney, is designed to break down the commonly used tools of special needs planning into understandable segments. Participants should walk away with an idea of what tools may apply to their situation and a concrete idea of possible next steps in their process.

*No specific legal advice will be given.

Date:

Tuesday, April 16th from 11:30 am - 1 pm.

Topic:

The Special Needs Planning Tool Belt: Guardianship, POAs, Special Needs Trusts, and ABLE accounts with Attorney Jessica Liebau.

Location:

  • Ozaukee Nonprofit Center in Grafton 

  • Zoom option will be available for those who wish to join virtually. (RSVP to Lshort@balanceinc.org to receive the Zoom link)

These new quarterly Lunch and Learn sessions will be free and open to the public. They will be replacing our Parent Coffee sessions. 

RSVP:

To RSVP please email Lillian Short at lshort@balanceinc.org with the following information.

1) Name(s) of attendees

2) Do you plan to attend in person or virtually?

3) If you plan to attend in person, would you like to have pizza? If yes, do you prefer cheese or pepperoni?

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March 13

PAST EVENT: Dine to Donate at New Fortune

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April 23

PAST EVENT: Dine to Donate at Hefner's - with Guest Balance participant behind the counter from 3-4 PM