Special Needs Financial Planning for Clients of and Professionals with Developmental Pathways

In this training, you’ll learn:

• Why actually “plan”?
• The importance of a Letter of Intent
• Building a special needs plan begins with:
  • What are current and expected expenses for our child?
  • What are the resource and income sources available to help provide for these expenses?
• Income: SSI, SSDI (DAC), family resources
• SSI, how to qualify
• SSDI DAC, who qualifies and how much will be received?
• How will this influence when your SSA Retirement should begin?
• Medicaid and Medicare
• How to protect SSI and Medicaid benefits?
  • ABLE accounts
  • Special Needs Trusts
  • Types of SNTs
• Considerations around who will administer the SNT
• What is an ABLE account, what do I need to know?

DATE: Tuesday, January 21st, 2025

TIME: 6:00pm-7:30pm

PRESENTER: Kevne Sharpe CFP® , ChSNC® , AEP® Senior Wealth Advisor and Mike Keglovits ABLE & Special Programs Manager

NOTE: Though this will be a ZOOM presentation, registration is still required! Certificates will not be emailed after this training.

REGISTER HERE