Paying It Forward: A Personal and Professional Special Needs Journey

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Presentation transcript:

Paying It Forward: A Personal and Professional Special Needs Journey Gordon Homes CFP, CLU, ChFC, CASL Financial Advisor & Special Care Planner 1

Strategic Alliances CPAs Attorneys Special Needs, Elder Law and Personal Injury Government Agencies Service Providers School Corporations and Special Education Co-ops Non-profits 2

Presentation Segments Common Concerns for Parents and Families Professional and Personal Special Needs Journey Compelling Stories - Paying it Forward 3

Common Concerns Getting Help/Accessing Government Benefits Backup Plan if something happens to me 4

Reassurances for Guardian/Caregiver Government will Continue to do heavy lifting Medicaid Waivers Social Security Adult Child Benefits Resources to pay for what Government won’t Special Needs Trust ABLE account 5

Reassurances for Guardian/Caregiver Letter of Intent – A Caregiver Guide Special Needs Team – Special Needs Financial Planner Special Needs Attorney Pediatrician and Specialists Education Contact and Advocate Medicaid Case Manager Social Security Non-Profit/Support Group, etc. 6

Special Needs Journey Personal and Professional Special Needs Journey Attended meeting Program launched Son with Special Needs 7

Paying it Forward Compelling Stories – A Lunch and Learn leads to Special Needs Planning A Client and Friend lost, Will the Trust be Funded? Paying it Forward – A Random Act of Kindness 8

Paying It Forward: A Personal and Professional Special Needs Journey Gordon Homes CFP, CLU, ChFC, CASL Financial Advisor & Special Care Planner ghomes@financialguide.com 9