Free Special Needs Planning Workshops
A practical, no-pressure introduction to special needs financial planning — online, free, and open to families at any stage.
What to Expect.
Our workshops are regular online sessions open to any family navigating special needs planning. They’re practical and pressure-free — a clear overview of the full planning picture, with no commitment. Sessions are held online, and upcoming dates are announced by email and on the registration page.
What Families Learn.
- →What a Special Needs Trust actually does — and doesn’t do
- →How ABLE accounts and trusts work together
- →How SSI and Medicaid eligibility interact with your financial plan
- →What changes at 18, at 22, and at a parent’s retirement
- →How to tell whether the pieces you already have are working together
Who They’re For.
Families at any stage of planning — whether you’re just starting to figure this out, you have pieces in place and aren’t sure they’re working together, or something just changed and you need help now.
Ready to join us?
Reserve a spot at the next session — free, online, and open to all families.