Broker Check

Events

Available special needs planning workshops include:

  • Life Planning: A Primer for Families With Special Needs Children. This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.
  • Government Benefits for Special Needs Families. This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.
  • Working While on Benefits. This workshop goes into detail on how working effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects.
     
  • ABLE Accounts. This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

  • *NEW* Being a Trustee of a Special Needs Trust. Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

To schedule a workshop please contact me at mbeloff@belvederewp.comUpcoming workshops include:

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 4, 2024

12:00p - 1:00p

Via Zoom

Spring 2024 Webinar Series - Working While on Benefits - Sponsored by the National Association of Divorce Professionals Special Needs Chapter

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

May 21, 2024

10:00a - 11:00a

Via Zoom

Spring 2024 Webinar Series - ABLE Accounts (Morning Session)

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

May 20, 2024

6:30p - 7:30p

Via Zoom

Spring 2024 Webinar Series - ABLE Accounts (Evening Session)

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

May 14, 2024

10:00a - 11:00a

Via Zoom

Spring 2024 Webinar Series - Being a Trustee of a Special Needs Trust (Morning Session)

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

May 13, 2024

6:30p - 7:30p

Via Zoom

Spring 2024 Webinar Series - Being a Trustee of a Special Needs Trust (Evening Session)

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

May 7 - May 8, 2024

10:00a - 11:00a

Via Zoom

Spring 2024 Webinar Series - Working While on Benefits (Morning Session)

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

May 6, 2024

6:30p - 7:30p

Via Zoom

Spring 2024 Webinar Series - Working While on Benefits (Evening Session)

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

April 30, 2024

10:00a - 11:00a

Via Zoom

Spring 2024 Webinar Series - Government Benefits for Special Needs Families (Morning Session)

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

April 29, 2024

6:30p - 7:30p

Via Zoom

Spring 2024 Webinar Series - Government Benefits for Special Needs Families (Evening Session)

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

April 25, 2024

6:30p - 7:30p

Via Zoom

Spring 2024 Webinar Series - Life Planning For Special Needs Families (Evening Session)

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

April 23, 2024

10:00a - 11:00a

Via Zoom

Spring 2024 Webinar Series - Life Planning For Special Needs Families (Morning Session)

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

February 8, 2024

10:00a - 11:00a

Via Zoom

Winter 2024 Webinar Series - ABLE Accounts (Morning Session)

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

February 5, 2024

6:30p - 7:30p

Via Zoom

Winter 2024 Webinar Series - ABLE Accounts (Evening Session)

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

February 1, 2024

6:00p - 7:00p

Via Zoom

Working While on Benefits - Community Support Network Transition Institute

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

February 1, 2024

10:00a - 11:00a

Via Zoom

Winter 2024 Webinar Series - Being a Trustee of a Special Needs Trust (Morning Session)

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

January 29, 2024

6:30p - 7:30p

Via Zoom

Winter 2024 Webinar Series - Being a Trustee of a Special Needs Trust (Evening Session)

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

January 25, 2024

10:00a - 11:00a

Via Zoom

Winter 2024 Webinar Series - Working While on Benefits (Morning Session)

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

January 22, 2024

6:30p - 7:30p

Via Zoom

Winter 2024 Webinar Series - Working While on Benefits (Evening Session)

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

January 18, 2024

10:00a - 11:00a

Via Zoom

Winter 2024 Webinar Series - Government Benefits for Special Needs Families (Morning Session)

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

January 15, 2024

6:30p - 7:30p

Via Zoom

Winter 2024 Webinar Series - Government Benefits for Special Needs Families (Evening Session)

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

January 11, 2024

10:00a - 11:00a

Via Zoom

Winter 2024 Webinar Series - Life Planning For Special Needs Families (Morning Session)

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

January 8, 2024

6:30p - 7:30p

Via Zoom

Winter 2024 Webinar Series - Life Planning For Special Needs Families (Evening Session)

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

December 2, 2023

1:30p - 2:15p

US Autism Association World Autism Conference & Exposition

Government Benefits for Special Needs Families - US Autism Association 2023 World Autism Conference & Exposition

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

November 9, 2023

6:00p - 8:00p

Via Zoom

Government Benefits 101 and Trust Services Overview - Sponsored by The Arc New York and NYSARC Trust Services

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

November 8, 2023

10:00a - 12:00p

Via Zoom

Government Benefits 101 and Trust Services Overview - Sponsored by The Arc New York and NYSARC Trust Services

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

October 18, 2023

6:00p - 8:00p

Abilis

Abilis Quarterly Discussion Series for Parents/Guardians: Financial Planning

Gain valuable knowledge about financial strategies, benefits, and resources available to support your family member's needs. Workshop speakers: Michael Beloff, Amy Hula, and Kim Trudden

October 18, 2023

10:00a - 11:00a

Via Zoom - https://hartfordhealthcare.zoom.us/j/98459454846

Government Benefits for Special Needs Families - Sponsored by St. Vincent's Special Needs Services

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

October 10, 2023

Via Zoom

Fall Webinar Series - ABLE Accounts

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

October 3, 2023

6:30p - 7:30p

Via Zoom

Fall Webinar Series - Being a Trustee of a Special Needs Trust

Discover the critical role and responsibilities involved in managing a Special Needs Trust. Learn how to navigate legal and financial considerations while advocating for the financial security and well-being of your family member with special needs. This workshop offers insights into the challenges and rewards of the role, empowering you to make a meaningful impact on the life of an individual with special needs, ensuring they have the support and resources they need to thrive with dignity and independence.

September 26, 2023

6:30p - 7:30p

Via Zoom

Fall Webinar Series - Working While on Benefits

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

September 26, 2023

10:00a - 11:30a

New Canaan Library, Community Room

Let's Talk Finance: Achieving Financial Stability Options & Opportunities for Families of Children with Special Needs

Join Women Empowering Women Institute and New Canaan Library for an interactive panel discussion. Professionals in the legal/financial fields, and a parent of a child with special needs, will provide advice about how to navigate this topic. Regardless of financial status or age of your child, it is an important process to understand whether you are just starting or already have a legal document in place.

September 19, 2023

6:30p - 7:30p

Via Zoom

Fall Webinar Series - Government Benefits for Special Needs Families

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

September 12, 2023

6:30p - 7:30p

Via Zoom

Fall Webinar Series - Life Planning For Special Needs Families

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

June 5, 2023

6:30p - 7:30p

Via Zoom

Spring Webinar Series - ABLE Accounts

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

June 3, 2023

10:00a - 11:00a

Via Zoom

Spring Webinar Series - ABLE Accounts

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

May 22, 2023

6:30p - 7:30p

Via Zoom

Spring Webinar Series - Working While on Benefits

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

May 20, 2023

10:00a - 11:00a

Via Zoom

Spring Webinar Series - Working While on Benefits

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

May 8, 2023

6:30p - 7:30p

Via Zoom

Spring Webinar Series - Government Benefits for Special Needs Families

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

May 6, 2023

10:00a - 11:00a

Via Zoom

Spring Webinar Series - Government Benefits for Special Needs Families

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

April 25, 2023

6:00p - 7:30p

The Kennedy Collective - In Person and Via Zoom. To RSVP or more information: adingwall@kennedyctr.org 203-332-4535 ext. 2356

ABLE Accounts - Sponsored by the Kennedy Collective's Autism Project

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

April 24, 2023

6:30p - 7:30p

Via Zoom

Spring Webinar Series - Life Planning for Special Needs Families

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

April 22, 2023

10:00a - 11:00a

Via Zoom

Spring Webinar Series - Life Planning for Special Needs Families

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

March 28, 2023

6:00p - 7:30p

The Kennedy Collective - In Person and Via Zoom. To RSVP or more information: adingwall@kennedyctr.org 203-332-4535 ext. 2356

Working While on Benefits - Sponsored by the Kennedy Collective's Autism Project

This workshop goes into detail on how working effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects.

February 28, 2023

6:00p - 7:30p

The Kennedy Collective - In Person and Via Zoom. To RSVP or more information: adingwall@kennedyctr.org 203-332-4535 ext. 2356

Government Benefits for Special Needs Families - Sponsored by the Kennedy Collective's Autism Project

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

February 21, 2023

6:00p - 7:00p

Via Zoom

Life Planning: A Primer for Special Needs Families - Sponsored by MARC Community Resources

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

February 16, 2023

6:30p - 7:30p

Via Zoom

Winter Webinar Series - ABLE Accounts

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

February 2, 2023

6:30p - 7:30p

Via Zoom

Winter Webinar Series - Working While on Benefits

With the increase in emphasis on paid employment for individuals with disabilities, navigating how earned income will effect the benefits and services these individuals rely on can be extremely challenging. This workshop goes into detail on how earned income effects government benefits such as SSI, Medicaid, SNAP, SSDI and Medicare, as well as strategies to mitigate the effects. For each of these benefits examples will be given on how earned income may affect that benefit.

January 19, 2023

6:30p - 7:30p

Via Zoom

Winter Webinar Series - Government Benefits for Special Needs Families

This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available to support individuals with disabilities. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

January 5, 2023

6:30p - 7:30p

Via Zoom

Winter Webinar Series - Life Planning for Special Needs Families

This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.

September 21, 2022

6:00p - 7:00p

Webinar

ABLE Accounts Webinar - Sponsored by MARC Community Resources

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

September 20, 2022

6:00p - 7:00p

Webinar

ABLE Accounts - Kennedy Center

This workshop provides an overview of ABLE Accounts and how they may be used to ensure quality of life for individuals with special needs. Topics covered include eligibility, contributions, what ABLE funds can be spent on, contrasting and comparing ABLE accounts and Special Needs Trusts.

Event Registration