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Oakwood Speaker Series


Picture of Tax Seminar details January 2022


Families with special needs individuals face numerous unique financial, legal and tax challenges. Although these issues are complex, and many times exhausting, having an integrated financial plan is critical. This workshop will provide a financial and legal overview with an eye towards special needs. Other topics that will be discussed are tax related issues such as the provision that allows 529 money to be used for educational expenses for private school, educational tax deductions, the integration of employer and government benefits and ABLE accounts. When an inclusive plan is in place your family’s future will be secure.
Jerry L. Hullick

Jerry L. Hulick is a Principal at the Washington Group Special Care Planning Team. Jerry has been active in the financial services industry for over 40 years. He has received specialized training in legal, financial and tax planning for individuals with special needs and was one of the first people in the country to receive the Chartered Special Needs Consultant (ChSNC) designation from The American College. Jerry has spoken around the country on Special Needs topics and is on the Editorial Board of Exceptional Parent Magazine and on the Board of The American College & MassMutual Center for Special Needs Planning.



Pearl Hartly


Pearl T. Hartley, Special Care Planner
Pearl has been active in the financial services industry for over 37 years. She has received specialized training in financial planning for individuals with special needs through the Special Care Planner designation. Pearl has spoken all over the country on planning for families with special needs. Pearl is also a House Representative for The Brain Foundation, a non-profit organization that provides housing for individuals with mental illness.






Past Speakers


Reading the Oakwood Way

Using Orton-Gillingham in the classroom.

Mrs. Jeanine Cyrwus
Academic Coordinator

Math the Oakwood Way

Helping students build positive math mindsets.

Erin Morgan

Mrs. Erin Morgan,
Academic Coordinator

Executive Functioning the Oakwood Way

Strategies for students who struggle with ADHD.

Dr. Susan Autry

Dr. Susan Autry
Academic Supervisor


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