Life Strategies Review Workshop
1 Day Review Workshop
If it’s been several years since you attended a Life Strategies Workshop or met with your Life Planner, our Review Workshops are for you! Our team at For Families of Special Needs has developed a series of review workshops to help you update your plan for a secure future for all the members in your family.
Care and Transition Plan
We will provide you the tools to develop a long-term roadmap for your special needs loved one. Our trained instructors will help you identify solutions to life's challenges, including maintaining benefits.
Communication Plan
You will create an operations manual for your child with your letter of intent to pass on the plan you have created to your successor guardians.
Estate Plan
We will support you in developing all the necessary estate documents with the support of our referral attorneys for Wills and a Special Needs Trust.
| TIME | ITINERARY |
7:30 AM | SPONSORED BREAKFAST |
8:00 - 8:30 | INTRODUCTION OF LIFE PLANNING TEAM |
8:30 - 9:00 | QUIZ REVIEW |
9:00 -10:00 | CHANGES IN THE SOCIAL SYSTEM |
10:00 -12:00 | CHANGES IN THE WAIVER PROGRAMS |
12:00 -1:00 | WORKING LUNCH |
12:00 -3:00 | CHANGES IN THE CARE PLAN |
12:00 -3:00 | TRANSITION PLANNING |
3:00 - 4:00 | It's More Than A "Will and a Trust" |
4:00 - 5:00 | ATTORNEY WILL AND TRUST REVIEW |
The workshop will be held at the 3939 Belt Line Road Suite 310. Parking is free of charge.
Check in and meet and greet with the planners is from 7:30 AM- 8:00 AM. The workshop will begin promptly at 8:00 AM.
We will do our best to make accommodations for dietary restrictions, however, we cannot guarantee that all dietary restrictions can be met
Our review workshop classes fill up quickly and prompt registration is recommended due to high demand.