Workshops and Events

Available special needs planning workshops include:

  • Life Planning: A Primer for Families With Special Needs Children. This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.
  • Government Benefits for Special Needs Families. This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.
     
  • ABLE Accounts. This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

Upcoming workshops include:

Government Benefits for Special Needs Families
(as part of panel)
Friday November 15, 2019
Sponsor: Hudson Valley YAI Autism Conference: Employment Success for People on the Spectrum
Manhattanville College, Reid Castle, 2900 Purchase St, Purchase, NY 10577
Conference registration - https://give.yai.org/event/hudson-valley-autism-conference/e248159

Government Benefits for Special Needs Families
Wednesday December 11, 2019 at 6 PM
Sponsor: Norwalk Public Schools
Brien McMahon High School, 300 Highland Avenue, Norwalk, CT 06854

Government Benefits for Special Needs Families
Thursday January 23, 2020 at 6 PM
Sponsor: Lower Fairfield County Families for Families
Toquet Hall Teen Center, 58 Post Road East, Westport, CT 06880
Registration: To Come

Government Benefits for Special Needs Families
Wednesday March 25, 2020 at 6 PM
Sponsor: CES Transition Expo
CES, 25 Oakview Drive, Trumbull, CT
Registration: To Come

To schedule a workshop please contact me at mbeloff@stratoswm.com.

Recent workshops include:

ABLE Accounts
October 19, 2019 in Westbrook, CT sponsored by DSA CT

Government Benefits for Special Needs Families
October 17, 2019 in Greenwich, CT sponsored by Abilis

Life Planning for Special Needs Families
October 5, 2019 in New Haven, CT sponsored by SEEKCT

Government Benefits for Special Needs Families
September 24, 2019 in North Haven, CT sponsored by SNAG

Government Benefits for Special Needs Families
September 21, 2019 in New Britain, CT sponsored by SERC Transition Symposium

Government Benefits for Special Needs Families
May 21, 2019 in Monroe, CT sponsored by TransitionCT

Government Benefits for Special Needs Families
May 16, 2019 in Newtown, CT sponsored by Newtown SEPTO

Government Benefits for Special Needs Families
May 14, 2019 in Norwich, CT sponsored by CT Family Support Network

Supports for Persons with ID/D Panel
April 10, 2019 in Woodbridge, CT sponsored by Amity Regional School District

Government Benefits for Special Needs Families
April 9, 2019 in Vernon, CT sponsored by East of River SEPTO

Life Planning: A Primer for Special Needs Families
March 26, 2019 in Newington, CT sponsored by CT Familiy Support Network

Government Benefits for Special Needs Families
March 21, 2019 in Danbury, CT sponsored by WeCahr

Government Benefits for Special Needs Families
March 20, 2019 in Trumbull, CT sponsored by Cooperative Educational Services

Government Benefits for Special Needs Families
February 23, 2019 in New Haven, CT sponsored Chapel Haven

Government Benefits for Special Needs Families
January 17, 2019 in Westport, CT sponsored by Lower Fairfield County Families for Families

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.