3939 Belt Line Road,
Designed to review specific topics and important policy changes that may affect your life plan. Each express life strategies review workshop is 2 hours. 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.
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.
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.
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.
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.
October 19th, 2023- 13 Types of Special Needs Trusts and Changing Beneficiaries
November 16th, 2023- Navigating Special Education
January 18th, 2024- Subject TBD
February 15th, 2024- Subject TBD
March 28th, 2024- Subject TBD
April 18th, 2024- Subject TBD
May 16th, 2024- Subject TBD
June 20th, 2024- Subject TBD
July 18th, 2024- Subject TBD
August 15th, 2024- Subject TBD
September 19th, 2024- Subject TBD
October 17th, 2024- Subject TBD
November 21st, 2024- Subject TBD
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 5:30 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.