In this training, you'll learn:

• Why actually “plan”?

• The importance of a Letter of Intent

• Building a special needs plan begins with:

  • What are current and expected expenses for our child?

  • What are the resource and income sources available to help provide for these expenses?

• Income: SSI, SSDI (DAC), family resources

• SSI, how to qualify

• SSDI DAC, who qualifies and how much will be received?

• How will this influence when your SSA Retirement should begin?

• Medicaid and Medicare

• How to protect SSI and Medicaid benefits?

  • ABLE accounts

  • Special Needs Trusts

  • Types of SNTs

• Considerations around who will administer the SNT

• What is an ABLE account, what do I need to know?

PRESENTER: Kevne Sharpe CFP® , ChSNC® , AEP® Senior Wealth Advisor and Mike Keglovits ABLE & Special Programs Manager

NOTE: Though this will be a ZOOM presentation, registration is still required! Certificates will not be emailed after this training.

If you need support accessing content from this organization please reach out to Developmental Pathways at a.belding@dpcolo.org.