Life Strategies Review Workshop

Now Accepting Enrollment Reserve your spot now space is limited; We limit the number of enrollees to be able to spend more time with each client.

Register Now and Save Pricing

1 Day Review Workshop


Sign Up Today!

Agenda Timetable of Workshop

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



TIME ITINERARY

7:30 AM

    SPONSORED BREAKFAST
    Registration and Continental Breakfast

8:00 - 8:30

    INTRODUCTION OF LIFE PLANNING TEAM
    Overview of the day's agenda

8:30 - 9:00

    QUIZ REVIEW

9:00 -10:00

    CHANGES IN THE SOCIAL SYSTEM
    Supplemental Security System (SSI)
    Social Securtity
    Medicaid
    Medicare

10:00 -12:00

    CHANGES IN THE WAIVER PROGRAMS
    Why are they important
    The Major Waiver Programs
    Home & Community Based Services (HCS)
    Community Living Assistant Service Support (CLASS)
    Medically Dependent Children Program (MDCP)
    Questions and Answer Session

12:00 -1:00

    WORKING LUNCH

12:00 -3:00

    CHANGES IN THE CARE PLAN
    The Care and Transition Plans
    The Living Care Plan
    The Education Planning Process
    The Adult Transition Process (Turning Age 18)
    The Graduation or Beyond High School Process
    Residential Programs

12:00 - 3:00

    TRANSITION PLANNING
    Typical Transitioning vs Proactive Transitioning
    Why is Proactive Transitioning Important
    What are Transition Targets
    Definging and setting your "Hard" and "Soft" Transition Targets
    Residential Program Review

3:00 - 4:00

    It's More Than A "Will and a Trust"
    The Evolution of the Special Needs Trust
    Review of the 7 different types of trust and how to use each
    The new Change of Beneficiaries process

4:00 - 5:00

    ATTORNEY WILL AND TRUST REVIEW
TIME ITINERARY

7:30 AM

March 30th, 2013
    SPONSORED BREAKFAST
    Registration and Continental Breakfast

8:00 - 8:45

    INTRODUCTION OF LIFE PLANNING TEAM
    Introduction of Sponsors
    Recap 1st Workshop - Quiz Results Revealed

8:45 - 9:00

    THE SPECIAL NEEDS TRUST
    What is a Special Needs Trust?
    How is it different from a standard legal trust?
    The Medicare System
    Why does the trust protect the Government Programs?
    Who owns and manages it?

9:00 - 9:15

    The Financial Plan - Why It's Important
    The Necessary Components

9:15 - 9:30

    BREAK

9:30 - 9:45

    Special Needs Trust Remainder

9:45 - 10:15

    Breakout Session Calculate Your Child's Expenses

10:15 - 10:45

    Breakout Session Calculate Your Child's Special Needs Trust

10:45 - 11:15

    The Family Requirements

11:15 - 11:45

    Breakout Session Basic Estate Planning Questions

11:45 - 12:15

    SPONSORED LUNCH

12:15 - 12:30

    Breakout Session Separate Parent's Costs "Catastrophic Event"

12:30 - 1:00

    Breakout Session Monthly Budget

1:00 - 1:30

    Breakout Session Estimated Costs of a Parent Worksheet

1:30 - 2:00

    The Family Requirements

2:00 - 2:15

    BREAK

2:15 - 2:30

    2nd WORKSHOP HOMEWORK

2:30 -3:30

    Introduction of Guest Speaker - Attorney at Law

3:30 - 6:00

    Attorney One-on-One Discussions "Optional"

3:30 -3:45

    BREAK

3:45 - 4:45

    Guardianship

4:45 - 5:00

    Open Question and Answer Period

5:00

    Optional Reception and Dinner with Life Planning Team
TIME ITINERARY

7:30 AM

April 27th, 2013
    SPONSORED 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.

Find Out More

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.