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 and can be accessed in person or remotely. If it’s been several years since you attended a life strategies workshop or met with your life planner, these 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 members of your family.

We will discuss changes to the life planning process, explain the “means testing” of social benefits, including Medicaid, and help you understand how the Affordable Healthcare Act and Senate Bill 7 affects you and your child’s future and more. Please check with your Life Planner to see if this benefits you.

Care and Transition Plan

We will provide you with 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 by creating a letter of intent, as it is critical to convey the plan you have created to your successor guardians.

Estate Plan

We will aide you in developing all the necessary estate documents with the support of our referral attorneys for Wills and a Special Needs Trust.

Upcoming Dates

February 15th, 2024- ABLE Accounts vs Special Needs Trusts       

March 28th, 2024- Changes in the Care Plan: Care and Transition Planning                          

April 18th, 2024- Navigating Special Education    

May 16th, 2024- 13 Types of Special Needs Trusts and Changing Beneficiaries                       

June 20th, 2024- Updated Work Rules: Working in SSI and Social Security Systems   

July 18th, 2024- ABLE Accounts vs Special Needs Trusts            

August 15th, 2024- Navigating Special Education 

September 19th, 2024- Changes in the Care Plan: Care and Transition Planning   

October 17th, 2024- Updated Work Rules: Working in SSI and Social Security Systems   

November 21st, 2024- 13 Types of Special Needs Trusts and Changing Beneficiaries                       

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 5:45 PM- 6:00 PM. The workshop will begin promptly at 6:00 PM.

Our express workshop classes fill up quickly and prompt registration is recommended due to high demand. Must have completed the Life Planning program to register.

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