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

The session will provide 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. Participants will learn 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:

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