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Inclusive Futures: Special Needs Planning

September 29 @ 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

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

Venue

Duncan Lake Middle School
9230 Kraft Ave SE
Caledonia, MI
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