
Event Series:
Inclusive Futures: Special Needs Planning
Inclusive Futures: Special Needs Planning
September 9 @ 6:30 pm - 7:30 pm
$15
Special Needs Planning
Jeffrey S. Light, ChSNC™
Dates: Tuesdays September 9, 16, 22, 29–6:30pm
Location: Caledonia Resource Center –Duncan Lake Middle School
Time: 6:30-7:30pm
Cost: $15
Cost: $15
Your resource for the legal, financial, insurance and social security issues you are facing now or in the future
How the government defines disability, and why that definition is important.
Key ages in the planning process
“If” Planning and “When” Planning
Estate Planning*
First and Third Party Trusts*
ABLE accounts
Insurance options
Government Benefits—SSI/SSDI and Medicare/Medicaid
Maintaining government benefits
How income can affect these benefits
Statistics and costs