Special Needs Planning Basics and Training Program

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PAST WEBINARS

Estate Planning for a Person with a Disability

Now Available on Video
(Recorded on March 11th, 2020)


A critical component for new employees is understanding the estate planning process for a family that includes a loved one with special needs. Estate planning for a family member with special needs is one of the best services a special needs planner ... Read More

Basics of Supplemental Security Income (SSI) for Persons with Disabilities

Now Available on Video
(Recorded on December 11th, 2019)


New employees may not have a background into the public benefits programs. The beginning of learning this system is understanding Supplemental Security Income (SSI). It is the gateway to eligibility for other public benefits programs for persons with... Read More

Working with Persons with Disabilities, their Families, and Setting them up for Success

Now Available on Video
(Recorded on October 23rd, 2019)


New employees may never have worked with people with disabilities and their families in their life. This seminar will provide an overview of the issues that will arise in the typical special needs professional practice, like dealing with a caregiver ... Read More

Fundamentals of Special Needs Planning for a Person with a Disability

Now Available on Video
(Recorded on September 25th, 2019)


This program will provide a thorough overview of special needs planning. It will discuss the importance of knowing how to work with people with disabilities, understanding the rules concerning public benefits, the differences between first- and third... Read More