The Series
Five modules, one series.
Each series guides you through all five modules in order, one session per module, generally every two weeks. New spots open through the waitlist.
The current series is already underway. Join the waitlist and we'll email you as soon as the next series is scheduled.
01
Age 22 Cliff & Government Benefits
What IDEA protects, what ends at 22, the mistakes most families make, and more.
IDEASSI BasicsMedicaid Basics
02
SSI Asset Limit & ABLE Accounts
Guest Speaker
Asset limits, income rules, how to save without losing benefits, and more.
SSI Asset LimitABLE AccountsIncome Rules
03
Special Needs Trusts & Medicaid Waivers and Housing
Guest Speaker
Special Needs Trusts, Medicaid waivers, long-term housing options, and more.
SNTsMedicaid WaiversHousing
04
Long-Term Planning & Letter of Intent
Guest Speaker
Letters of intent, a guide to long-term financial planning, and more.
Letter of IntentFinancial Planning
05
Right Professionals & Your Action Plan
Finding the professionals right for you and building your action plan.
Building Your TeamAction Plan
Want a spot in the next series?
All five modules, free for families. Join the waitlist and we'll reach out as soon as spots open.