Special Needs Planning Workshop: Securing the Future for Your Loved One
October is Disabilities Awareness Month, making it the perfect time to focus on planning for the future of those we love with special needs. This in-person workshop will guide families through the essentials of special needs planning — from understanding Special Needs Trusts to preserving government benefits and ensuring lifelong care.
We’ll cover:
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How to protect eligibility for SSI, Medicaid, and other benefits.
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Why a Special Needs Trust may be critical for your family.
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Steps to create a plan that provides financial security and peace of mind.
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Practical ways to safeguard your loved one’s quality of life for years to come.
Whether you’re just starting to explore your options or need to update an existing plan, this workshop will give you clarity, confidence, and the tools to take the next step in protecting your family’s future.