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Webinar: Supporting Your Loved One With Special Needs  Thumbnail

Webinar: Supporting Your Loved One With Special Needs

Session 1: Charting Your Financial Road Map | April 3rd 11:00 - 12:00 PM PST

In the inaugural session, participants will embark on a journey to develop a personalized financial roadmap tailored to the unique needs of their loved ones. Topics covered will include:

  •  When and how to identify critical financial transitions 
  • Where to focus your time based on your current financial picture 
  • How Social Security, ABLE accounts, and Special Needs Trust function together  
  • Setting short-term and long-term financial goals 
  • Identifying potential income and saving sources  

Participants will gain practical insights and actionable steps to initiate their financial planning journey with confidence. 

Session 2: Everything Social Security from SSI, to SSDI, to traditional Social Security Benefits | April 10th 11:00 - 12:00 PM PST

In the second installment, attendees will gain invaluable insights into navigating the complex landscape of Social Security, including traditional Social Security, Supplemental Security Income (SSI), and Social Security Disability Insurance (SSDI). Key highlights include: 

  • Eligibility criteria and the application process for each 
  • Understanding benefit calculations and payment structures 
  • Strategies for maximizing family benefits while avoiding common pitfalls 
  • How changes in income and circumstances impact benefits 

This session will equip participants with essential knowledge to access vital government assistance programs effectively. 

Session 3: Maximizing ABLE accounts and Special Needs Trusts | April 17th 11:00 - 12:00 PM PST

The concluding session will explore two indispensable financial tools—ABLE accounts and special needs trusts—that empower families to safeguard assets and enhance the quality of life for their loved ones with special needs. Highlights include: 

  • Comprehensive overview of ABLE accounts: eligibility, contribution limits, and qualified expenses 
  • Understanding the intricacies of special needs trusts: types, benefits, and administration 
  • Balancing the benefits of ABLE accounts and special needs trusts in a holistic financial plan
  • Legal and financial considerations when establishing and managing these accounts  

Participants will leave with a clear understanding of how ABLE accounts and special needs trusts can serve as cornerstones in their financial security strategy. 

To RSVP and receive the webinar links, please click HERE

If you are unable to attend the live events, please check out our website following the session to access a recording!