Life Strategies Review Workshop

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2 Day Life Strategies Workshop


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Agenda Timetable of Workshop

Select the day to review the itinerary for the given day.



TIME ITINERARY

7:30 AM

    BREAKFAST
    Registration and Continental Breakfast

8:00 - 8:30

    INTRODUCTION and REVIEW to the AGENDA

8:30 - 10:30

    THE SOCIAL SYSTEM
    General Introduction
    Federal vs State Systems
    Social Security System
    - Retirement
    - Survivors
    - Disability
    Medicare System
    Supplemental Security Income
    - Qualifications: Medical, Work, Financial
    - Dependent Childeren vs Independent Children
    Medicaid
    How to protect social benefits
    How parents affect social benefits for their disabled child

10:30 -11:00

    WAIVER PROGRAMS
    What is a waiver program?
    Why are they important?
    The Major Waiver Programs
    Home and Community Based Services (HCS)
    Community Living Assistant Service Support (CLASS)
    Medically Dependent Children's Program (MDCP)
    How to enroll in a waiver program

11:00 -12:00

    THE ESTATE PLANING AND LEGAL PROCESS
    What is a Last Will and Testament?
    Who needs a Will?
    What is Probate?
    What is a Special Needs Trust?
    Who needs a Special Needs Trust?

12:00 -1:00

    LUNCH

1:00 -3:30

    GUEST SPEAKER PANEL
    Employment, Day Habilitation and Residential Providers
    Q & A

3:30 - 3:45

    BREAK

3:45 - 4:30

    GUEST SPEAKER PRESENTATION - ATTORNEY AT LAW

4:30 - 5:00

    REVIEW HOMEWORK
    Q & A
TIME ITINERARY

7:30 AM

    Registration and Continental Breakfast

8:00 - 9:00

    REVIEW QUIZ

9:00 - 12:00

    THE GREENBOOK / COMMUNICATION PLAN
    Setting Up your "Big Ugly Greenbook"
    The Friends and Family Letter
    Top 10
    The Letter of Intent
    Daily Activity Schedule
    The Document Locator
    The Memorandum of Personal Belongings
    Testing your plan

12:00 - 1:00

    LUNCH

1:00 - 2:30

    THE BENEFICIARY PROCESS
    What is a Beneficiary Designation?
    What is a Change of Beneficiary (COB) Form?
    Types of Beneficiaries
    Typical vs Special Needs Family concerns
    How estate taxes may affect the beneficiary process

2:30 - 3:30

    BREAKOUT SESSION
    Beneficiary Worksheet

3:30 - 4:30

    GUARDIANSHIP
    What is a Guardian?
    Three types of guardianship
    Rights of the guardian
    Restrictions to guardianship
    The guardianship process
    Annual reporting system
    Guardianship vs Powers of Attorney

4:30 - 5:00

    EVALUATIONS
TIME ITINERARY

7:30 AM

April 27th, 2013
    BREAKFAST
    Registration and Continental Breakfast

8:00 - 9:00

    Execute Last Will and Testaments

9:00 - 9:30

    FINAL WORKSHOP AGENDA

9:30 - 9:45

    It's More Than A Will and a Trust

9:45 - 10:15

    The Benefit Process

10:15- 10:30

    BREAK

10:30 - 11:00

    Breakout Session Divide and Conquer

11:00 - 12:00

    Change of Beneficiaries Work Session

12:00 - 12:30

    SPONSORED LUNCH

12:30 - 1:30

    How to Fund the Special Needs Trust

1:30 - 1:50

    How Others May Affect The Special Needs Family

1:50 - 2:10

    The Communication Plan - Part 1

2:10 - 2:20

    Communicating Your Plan, Friends and Family Letter

2:20 - 2:30

    Top 10

2:30- 2:45

    Breakout Session

2:45 - 3:00

    Top 10 Group Discussions

3:00 - 3:45

    The Letter of Intent

3:45 - 4:00

    Your Child's Daily Activity Schedule

4:00 - 4:15

    Document Locator / Memorandum of Personal Belongings

4:15 - 4:30

    The Communication Plan Part 2: Testing Your Plan

4:30 - 4:45

    Next Steps

4:45 - 5:00

    Review and Revise - Keeping Your Plan Up-To-Date

5:00

    Optional Reception and Dinner with Life Planning Team

The workshop will be held at the Irving Bible Church. Parking is free of charge.

Check in starts at 7:30 AM Workbooks are handed out and a meet and greet begins with Planners. The workshop will begin promptly at 8:00 AM.

If you require vegetarian meals we will do our best to make accommodations for dietary restrictions, however, we cannot guarantee that all dietary restrictions can be met.

Our workshop classes fill up quickly and prompt registration is recommended due to high demand.

Irving Bible Church get directions
2435 Kinwest Pkwy, Irving, TX 75063

Read about our Life Planners presenting the workshop.

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Care and Transistion Plan

We will provide you the tools to develop a long-term roadmap for your special needs loved one. Our trained instructors will help you identify solutions to life's challenges, including maintaining benefits.

Communication Plan

You will create an operations manual for your child with your letter of intent to pass on the plan you have created to your successor guardians.

Estate Plan

We will support you in developing all the necessary Estate Documents with the support of our referral attorneys for Wills and a Special Needs Trust.