Financial Planning

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  • How to Build a Sustainable Financial Plan for People with Disabilities

    This webinar training is designed to provide participants with an understanding of financial planning for a person with special needs. By attending this training, participants will gain the knowledge and skills necessary to effectively budget and manage the financial resources of individuals with special needs, ensuring their long-term financial well-being, while protecting essential public benefits such as Medicaid and Social Security Income (SSI).

    Free

  • Life Planning Series: Trusts and ABLE accounts

    Join us for this workshop to learn more about Power of Attorney, health care directives, maintaining eligibility for government benefits, Special and Supplemental Needs Trusts, and ABLE accounts. It will address the unique challenges individuals with disabilities and their families face as they begin their transition into adulthood. Presented by Roger Strege, CES(c), President of Special Needs Planners, a financial planner, and Certified Estate and Trust Specialist™. Attendance at both workshops in the series is encouraged.

    Free

  • Life Planning Series: Supported decision-making and guardianship

    This workshop will address the consideration and purpose of supported decision-making and guardianship with a focus on the details of the legal procedures. It will also include a discussion about both short- and long-term planning. Presented by Joesph P. Kukla, esq., Thiel, Anderson, Kukla & Gunderson, PLLP. Attendance at both workshops in the series is encouraged.

    Free

  • Beginner’s Special Need’s Planning Workshop

    Most families do not think about this planning until it's too late! We always want to encourage and lift up families in new and different ways, thanks to Nick's workshops, you can begin planning a solid foundation for yourselves and the people you love!

  • Top 10 Tips for Special Needs Financial Planning

    Recurring

    Navigating special needs financial planning can seem overwhelming, but there are practical steps you can take to make it manageable. Join a free 60-minute webinar by Mike Davis of Legs Financial to learn 10 crucial tips for protecting benefits, maximizing resources, and building a secure future.
    Presented by Mike Davis

  • Top 10 Tips for Special Needs Financial Planning

    Recurring

    Navigating special needs financial planning can seem overwhelming, but there are practical steps you can take to make it manageable. Join a free 60-minute webinar by Mike Davis of Legs Financial to learn 10 crucial tips for protecting benefits, maximizing resources, and building a secure future.
    Presented by Mike Davis

  • Parent Workshop: Post-SECURE Act Estate Planning: What Families Should Know About Inherited IRAs

    This workshop will cover the basics of any estate plan that includes a child with a disability, including whether a Will or a Revocable Living Trust is the best plan and the role of First Party Special Needs Trust as compared to the Third Party Special Needs Trust. But we will also talk about the dramatic changes in the way inherited IRAs are now treated, thanks to the passage of the SECURE Act. The preferential treatment that is now given to a disabled beneficiary of an IRA (or a trust for that beneficiary) has altered the planning landscape for many families. We will discuss how planning for a disabled child has changed in response to this legislation. Join us with Kim Martin, Attorney at Harrison LLP.

    Register Here for the Zoom Workshop

    Parent Workshops are held through Zoom. Participants will stay muted until Q&A at the end of the presentation. Our workshops are geared to the unique needs of children with lifelong developmental and/or physical disabilities. Recordings will be available on our Recorded Workshop page within the week.

  • Financial Planning for Families of Adults with Autism

    Are you an adult with autism looking to improve your financial literacy? Join us for a virtual event where we will discuss financial planning specifically tailored to individuals on the autism spectrum. Learn about budgeting, saving strategies, investing, and more. Our expert speakers will provide valuable insights and tips to help you achieve your financial goals. Don't miss out on this opportunity to gain valuable knowledge and take control of your finances!

  • Parent Workshop: What Happens To My Special Needs Child When I Pass Away?”

    This question often weighs heavily on the hearts of special needs parents and caregivers. In this informative and compassionate session, Attorney and Judge DJ Jeyaram will guide families through the legal steps and planning tools available to help ensure that our children are cared for, protected, and supported after we pass away. As a long-time FOCUS dad to a child with special needs, DJ will not only share his legal expertise, but practical, real-world experiences on how to thoughtfully plan for your child’s future.

    Free

  • Top 10 Tips for Special Needs Financial Planning

    Navigating special needs financial planning can seem overwhelming, but there are practical steps you can take to make it manageable. Join a free 60-minute webinar by Mike Davis of Legs Financial to learn 10 crucial tips for protecting benefits, maximizing resources, and building a secure future.
    Presented by Mike Davis

    Free

  • Representative Payee vs. Trust Representative: What’s the Difference and Why it Matters

    When it comes to managing money for someone with a disability, two roles often come into play — the Representative Payee and the Trust Representative. These roles can seem similar, but they have very different responsibilities, and it’s important to know who does what.

    This session is designed for caregivers, people with disabilities, attorneys, and financial professionals who are involved in planning or managing a Special Needs Trust. We’ll explain each role in clear terms, show how they can work together, and help you avoid common mistakes that could lead to compliance issues or lost benefits.

    Whether you’re a family member managing care, or a legal or financial professional supporting a client, this session will give you practical tools and a better understanding of how to protect the financial future of someone with a disability.

    Free