1 day review workshop Life strategies

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 Registration and Continental Breakfast
8:00 - 8:30	INTRODUCTION OF LIFE PLANNING TEAM Overview of the day's agenda
8:30 - 9:00	QUIZ REVIEW
9:00 -10:00	CHANGES IN THE SOCIAL SYSTEM Supplemental Security System (SSI) Social Security Medicaid Medicare
10:00 -12:00	CHANGES IN THE WAIVER PROGRAMS Why are they important The Major Waiver Programs Home & Community Based Services (HCS) Community Living Assistant Service Support (CLASS) Medically Dependent Children Program (MDCP) Questions and Answer Session
12:00 -1:00	WORKING LUNCH
12:00 -3:00	CHANGES IN THE CARE PLAN The Care and Transition Plans The Living Care Plan The Education Planning Process The Adult Transition Process (Turning Age 18) The Graduation or Beyond High School Process Residential Programs
12:00 -3:00	TRANSITION PLANNING Typical Transitioning vs Proactive Transitioning Why is Proactive Transitioning Important What are Transition Targets Defining and setting your "Hard" and "Soft" Transition Targets Residential Program Review
3:00 - 4:00	It's More Than A "Will and a Trust" The Evolution of the Special Needs Trust Review of the 7 different types of trust and how to use each The new Change of Beneficiaries process
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.

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