The Series

Five modules, one session.

Each session guides you through all five modules in order, with meetings generally held every two weeks. Enrollment is currently live.

01
Age 22 Cliff & Government Benefits

What IDEA protects, what ends at 22, the mistakes most families make, and more.

IDEASSI BasicsMedicaid Basics
10/19/2026
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
11/2/2026
03
Special Needs Trusts & Medicaid Waivers and Housing
Guest Speaker

Special Needs Trusts, Medicaid waivers, long-term housing options, and more.

SNTsMedicaid WaiversHousing
11/16/2026
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
11/23/2026
05
Right Professionals & Your Action Plan

Finding the professionals right for you and building your action plan.

Building Your TeamAction Plan
12/7/2026
Sign Up for the Next Session