Special Needs Planning Series (Virtual)

4 Weeks

Location: This class will meet virtually. When the class is live, JOIN HERE.

Class time: 6:30-8:00 pm (dates listed below)

Course description: We will be covering the following topics:

3/31: Government Programs and Benefits – Medicaid, Medicare, Waivers, SSI and SSDI, including Adult Child Benefits, juggling Social Security and employment. How to hit a home run!

4/7: ABLE Accounts & Guardianship – Achieving a Better Life Experience, STABLE Account Advantages & Disadvantages. Guardianship, pros and cons, alternatives, when, how and the process.

4/14: Special Needs Trusts – First vs Third Party, Pooled & Miller Trusts. All Special Needs Trust are not created equal. In this session we will unpack special needs trust, helping you avoid costly and common mistakes.

4/21: Life Care Planning Workshop – Planning for the future, when and how and family involvement in the process. This workshop shows how all the special needs planning elements work together to achieve quality of life for your loved one.

Schedule:

Mar 31
Apr 7
Apr 14
Apr 21

Instructor

Gordon Homes

Bio

Gordon Homes is a Certified Financial Planner Professional whose practice focuses on Financial and Estate Planning for families who have a child or dependent with special needs. He has a unique perspective through his experience both as a financial professional and parent. He assists with Financial and Government Benefit issues faced by families, including access to legal professionals, Special Needs Trusts, Guardianship, Social Security, and Medicaid.