The Series

Five modules, one session.

Each session runs all five modules in order, one every two weeks. We are currently in the process of planning our next sessions, so enrollment is paused until the next one begins.

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
Join the Waitlist for the Next Session