Life Strategies Express Workshop

2 hour Express Review Workshop

Designed to review specific topics and important policy changes that may affect your life plan. Each express life strategies review workshop is 2 hours. Please check with your Life Planner to see if this benefits you.

Designed to review specific topics and important policy changes that may affect your life plan. Each express life strategies review workshop is 2 hours. Please check with your Life Planner to see if this benefits you. 

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.

TIMEITINERARY

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 express workshop classes fill up quickly and prompt registration is recommended due to high demand.

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