The Road Ahead: Comprehensive Future Planning for People with Special Needs

The presentation provides a comprehensive overview of the non-typical additional planning steps one needs to take when working with a family that includes a member with a disability. The presenter will cover the financial and non-financial eligibility criteria for public benefits and how planners can help the family maximize those benefits and family resources to provide for the long-term care needs of the member with a disability.

Learning Objectives:

• Appreciate the importance of helping clients create a future-life vision for their family member with a disability.
• Understand the basics of government benefit eligibility for people with disabilities.
• Under what government benefits will cover and what the family will need to supplement.