Special Needs Planning, LLC

09/26/2025

Last month we had a blast at our annual Disability Awareness Brewer Game for all of our amazing clients and their families and friends with special needs. We want to thank Cooper Murray for coming to throw out the first pitch as he partners with the RODS foundation as a RODS hero to help promote special needs adoption. Thank you WestPoint Financial Group for sponsoring this amazing night for our clients.

08/07/2025

Love this event. So happy we could be a part of it.

Please join us in thanking Special Needs Planning, LLC for being a Hole Sponsor at our 7th annual Tee Time for Autism golf fundraiser!
Learn more about the event and how to support us here:
https://www.autismgreaterwi.org/tee-time-for-autism/

04/03/2025

We understand that the recent market volatility and news surrounding tariffs may feel overwhelming. Please know that we are closely monitoring these developments and have made specific adjustments to our models to help protect against downside risks. The diversification within our portfolios is work...

04/02/2025

Happy World Autism Awareness Day! We hope we can help be a light and spread a little awareness for the autism community today and everyday.

04/02/2025

Happy World Autism Day! We hope we can help bring awareness to others today about the Autism community.

08/14/2024

Caring for a child/Individual with Special Needs? You need to sign up for this!

06/07/2024

Caring for a child with Special Needs?

You won’t want to miss this online educational event on June 18th!

It’s easy to get lost in the ever-changing maze of benefit programs, planning a household budget, and finding support groups…

Due to rising demand for answers to all these challenges, our team has put together a webinar for members and advocates for the Special Needs Community.

You will walk away empowered with the knowledge to:

Navigate The Multitude Of Various Benefits Programs, Understand The Importance Of Estate Planning And The Various Tools Involved, And How To Utilize Resources Available To You.

We will be hosting the webinar on June 18th at 11AM Central Time.

To attend, or for a copy of the recording, click the link below to register!

https://financialguide.zoom.us/webinar/register/WN_LVfo9KhLTC2J98-LIV2xVg
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04/02/2024

Happy World Autism Day!

09/06/2023

We couldn’t do it without them!

In honor of Labor Day earlier this week, we just wanted to give a special shoutout to our staff who work hard every day to help us better serve our clients, but also help us to be a better team. We are beyond grateful for your hard work and dedication to Meridian. We truly don't know what we'd do without these rockstars. Thank you!