Financial Planning
Letters of Intent, Special Needs Trusts & ABLE Accounts
online onlineIt is incorrect to assume that financial planning is strictly for the wealthy. This workshop addresses the importance of financial and estate planning for people with developmental disabilities, including letters of intent, special needs trusts, beneficiaries and trustees, Able Accounts, benefits of using a financial planner, and how to find an experienced and honest financial
10 Basic Financial Steps for Special Needs Caregivers
online onlineThis workshop will discuss 10 basic steps to help caregivers get started in preparing for the financial future of their dependent with special needs. As a caregiver of a dependent with special needs the single most important issue on your mind, regardless of the age of the dependent, is what will happen to my dependent
Understanding Your Guardianship Options, JFS
online onlineThis training will help you understand guardianship options and alternatives, as well as how to plan for the future. You may think you planned appropriately by signing documents like a Durable Power of Attorney or Designation of a Healthcare Surrogate, but sometimes the documents are insufficient. Find out what option and steps to take are
The Alphabet Soup of Social Security
online onlineDiscussion of the different Social Security benefits that are available for people with disabilities, such as Social Security Disability (SSDI) and Supplemental Security Income (SSI), how to qualify for benefits, the application, interview and appeals process and what the requirements are in order to continue collecting benefits. Presented by: Richard Friedkin, Friedkin Associates Free and
Florida Disability Savings Program for Parents of Neurodiverse Individuals, ABLE Accounts
online onlineABLE United, Florida’s disability savings program, and Goodman JFS are excited to bring an exclusive webinar to South Florida. In this presentation, you’ll learn how ABLE accounts provide an opportunity to save tax-free without impacting eligibility for public benefits like Supplemental Security Income and Medicaid. You can contribute what you can, when you can –
Workshop on Federal Benefits SSI and SSDI, plus with Alper JFS
online onlineThe workshop will be held on zoom on March 23rd at 2pm and we are delighted to have guest speaker Richard Friedkin, a wonderful community partner who many of you know from his many years as the benefits counselor at Gulfstream Goodwill Industries. He believes in encouraging people to work at their highest and best level
Free Virtual Workshop on the Importance of Legal Planning with Alpert JFS
online onlineREGISTER BY MAY 16TH! NEXT LIFEPLANNING® WORKSHOP: Click Here to Register 2022 LifePlanning® Calendar of Events* February 15th, 10:00 a.m., on Zoom: Mental Health First Aid training (Additional classes added due to popular demand: March 8, 29; May 10; June 14) — SOL For more information contact: Tami Lustig, MSW Director of LifePlanning® Tami.Lustig@AlpertJFS.org | 561-713-1917
Financial Security for New Workers with Disabilities: Understanding ABLE Today and Future Opportunities for Advancement with RespectAbility
online onlineDate: Wednesday, July 20 Time: 2 p.m. ET / 1 p.m. CT / 12 p.m. MT / 11 a.m. PT Duration: 60 minutes Register Online Despite a booming job market, fears over inflation and rising costs are putting conversations about financial security front and center for millions of Americans. These conversations are especially important
Planning for Independent Living for a Family Member with a Life-long Disability with Parent to Parent
online onlineFamilies of persons with special needs are often unaware of the various housing options and in-home supports which enable their loved one to live independently. This workshop will discuss how to use your private resources to partner with government benefits and agencies to enable families to best plan for their dependent’s future. We’ll explore alternatives
ABLE Accounts en Espanol con Parent to Parent
online onlineABLE United 101 February 7 @ 10:00 am - 12:00 pm Únase a nosotros para una presentacion que cubre una descripción general de las cuentas ABLE, quién es elegible, cómo funciona con SSI y Medicaid, así como los beneficios de abrir una cuenta. Este seminario virtual educa a los padres y cuidadores a entender si una cuenta
The Florida Guardianship Process with Parent to Parent
online onlineThis presentation will explain in detail the process to request the legal guardianship of your adult child with disabilities. Participants will learn about the requirements and duties of a guardian. Presented by: Alejandra S. Moreno, Esq., Partner, Casal & Moreno, P.A. May 9 10:00 am - 12:00 pm Secondary & Post Transition Virtual Training
VIrtual Workshop: All About Guardianship with LifePlanning Program of JFS
During this workshop all aspects of guardianship will be discussed.
