Workshops and 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.

To schedule a workshop please contact me at mbeloff@stratoswm.com.

Recent workshops include:

Working While on Benefits
March 4, 2021 sponsored by Abilis

Government Benefits for Special Needs Families
January 27, 2021 sponsored by The Kennedy Center

Life Planning for Special Needs Families
February 19, 2020 in Fairfield, CT sponsored by Fairfield SEPTA

Government Benefits for Special Needs Families
January 21, 2020 in Trumbull, CT sponsored by The Kennedy Center

Government Benefits for Special Needs Families
January 8, 2020 in Greenwich, CT sponsored by Greenwich Public Schools

Government Benefits for Special Needs Families
December 11, 2019 in Norwalk, CT sponsored by Norwalk Public Schools

Government Benefits for Special Needs Families
November 15, 2019 in Purchase, NY sponsored by YAI

ABLE Accounts
October 19, 2019 in Westbrook, CT sponsored by DSA CT

Government Benefits for Special Needs Families
October 17, 2019 in Greenwich, CT sponsored by Abilis

Life Planning for Special Needs Families
October 5, 2019 in New Haven, CT sponsored by SEEKCT

Government Benefits for Special Needs Families
September 24, 2019 in North Haven, CT sponsored by SNAG

Government Benefits for Special Needs Families
September 21, 2019 in New Britain, CT sponsored by SERC Transition Symposium

Government Benefits for Special Needs Families
May 21, 2019 in Monroe, CT sponsored by TransitionCT

Government Benefits for Special Needs Families
May 16, 2019 in Newtown, CT sponsored by Newtown SEPTO

Government Benefits for Special Needs Families
May 14, 2019 in Norwich, CT sponsored by CT Family Support Network

Supports for Persons with ID/D Panel
April 10, 2019 in Woodbridge, CT sponsored by Amity Regional School District

Government Benefits for Special Needs Families
April 9, 2019 in Vernon, CT sponsored by East of River SEPTO

Life Planning: A Primer for Special Needs Families
March 26, 2019 in Newington, CT sponsored by CT Familiy Support Network

Government Benefits for Special Needs Families
March 21, 2019 in Danbury, CT sponsored by WeCahr

Government Benefits for Special Needs Families
March 20, 2019 in Trumbull, CT sponsored by Cooperative Educational Services

Government Benefits for Special Needs Families
February 23, 2019 in New Haven, CT sponsored Chapel Haven

Government Benefits for Special Needs Families
January 17, 2019 in Westport, CT sponsored by Lower Fairfield County Families for Families

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.