Speaker(s):
Scott Adams, CFP, CTFA, ChFC, ChSNC
Presentation: This workshop will address key issues with young persons aged 16-25 years as they transition from school to adulthood, including the move from at-home to independent or residential living. Specific topics include Social Security, its importance and retaining it; Medicaid; and the advantages and disadvantages of graduating at eighteen. Guardianship will be defined, as well as alternatives to guardianship. Lastly, we will illustrate how Special Needs Trusts help to ensure quality of life for the child when the parent(s) are no longer able and the importance of a Continuity of Care Plan. Overall, participants will come away with a better understanding of the resources available for individuals aged 16-25 years old.
Objectives:
- Explain the long-term planning needs of Individuals with Exceptionalities
- Describe how to set a plan for planning financial stability for Individuals with Exceptionalities
- Discuss available resources for individuals with Exceptionalities aged 16-25 years