Our Educational Workshops
Our empowering workshops have been hosted by over 75 organizations throughout the state of CT. They educate families on the importance of planning for the future of their child or dependent with special needs. They also provide a unique opportunity to learn from someone who has personal experience with similar issues. We offer the following workshops:
ABC's of Planning for the Future of your Loved One with Special Needs
This comprehensive workshop educates families on the vital issues that help ensure lifetime care and quality of life for their loved one. It addresses:
- Special Needs Trusts
- Guardianship and Conservatorship
- SSDI/SSI/Medicaid/Medicare
- Protecting Government Benefit Eligibility
- Financial Planning/Funding Options
- ABLE Accounts
- Letter of Intent
ABC's of Government Benefits for your Loved One with Special Needs
This workshop will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to potentially qualify for, maximize, and preserve benefits such as:
- Supplemental Security Income (SSI)
- Social Security Disability (SSDI)
- Medicaid
- Medicare
- ABLE Accounts
ABLE Accounts: How Someone with a Disability Can Save for Their Future
Historically, an individual with a disability was limited in how much they could save for their future. In CT, if you have more than $1600, essential government benefits such as Medicaid and SSI could be eliminated. Now, with ABLE accounts, individuals can save up to $18,000/year in tax-advantaged savings accounts. Learn the ins and outs, and pros and cons of this exciting planning tool for individuals and families with special needs.
Please use this link for our upcoming workshop schedule.
To schedule a workshop or an appointment, please contact:
jhawkins@futuresplanned.com or 860.573.4089
For a comprehensive review of your personal situation, always consult with a legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may give legal advice.