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

2. 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

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

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

5. 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

6. 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

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

8. 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

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