Special Needs Planning is a complex issue that requires time, financial resources, and trusted advisors. Parents of special needs children do not have a lot of free time, and what time they have is intensely valuable. Not all parents have excess financial resources when a majority of the funds are spent on caring for their child(ren) with special needs.

Because of these challenges, we believe it is best to have a series of seminars rather than one, all inclusive program. This allows the parents to get information gradually. They will learn to navigate the financial and legal maze of planning for the individual with special needs to ensure the quality of life for the long term and after the parents are gone.

The parents can attend the program that suits their situation and meet other advisors that can help them. The seminars will focus on the components of a complete special needs life plan. Depending on the audience we may at times combine the seminars Download Workshops Brochure.

Our workshops include:Workshop Schedule
Navigating the Financial World of the Special Needs FamilySee Calender
Preparing the Letter of Intent for your Special Needs ChildTBD
The Roadmap for Transitioning Planning & a Discussion of Post Secondary OptionsSee Calendar
Understanding SSI/Medicaid & SSDI/MedicareSee Calender
Overview of Residential Options & How to Plan FinanciallyTBD
Estate Planning for the Special Needs Families with a Special Needs AttorneySee Calender
Residential Models for Individuals Eligible for Maryland DDA FundingTBD


For a calendar of all upcoming workshops, click here