Comprehensive, Coordinated Special Needs Planning Class

Comprehensive, Coordinated Special Needs Planning Class

February 19 or February 23

WHAT you will learn from this CLASS

  • Family Identity Statement: Values, philosophies and goals
  • Letter of Intent: Help a future caregiver step into your shoes
  • How to qualify for government income and health care benefits
  • How to calculate the funding for your child's quality of life
  • Strategies to fund this important supplemental resource
  • Colorado Medicaid Waivers: qualification and opportunities
  • Understanding Special Needs Trusts
  • Integrating Special Needs planning into your financial plan

February 19, 6-8 PM
Southglenn Library
6972 S. Vine St.
Centennial, CO 80122

February 23, 10 – Noon
Peak Wellness Center
6612 S. Ward St.
Littleton, CO 80127

  • How to maximize your Social Security benefits
  • How to make sure you aren't leaving tens of thousands of dollars on the table
  • How to find the best fit for Social Security in your retirement plan
  • How to minimize your Social Security taxes
  • How survivors and spousal benefits work

To register for the Special Needs Planning class fill out the form. 

Register

Join us for a comprehensive workshop to learn knowledge, tools and strategies from 4 professionals specializing in aiding families with children with disabilities to help you provide the long, happy life you dream of for your child.

YOUR PRESENTERS

Kevne Sharpe

Kevne Sharpe, Certified Financial Planner™ and Chartered Special Needs Consultant® will review the value of government benefits whether they be SSI and Medicaid or SSDI and Medicare.  She will walk through the means-testing requirements to initially qualify for SSI and Medicaid and then discuss how to maintain qualification even if your child may earn a wage.   You will learn how to calculate and fund how much may be needed from the family to supplement these government benefits to provide the quality of life you desire for your child.  Importantly, she will review how to integrate special needs planning strategies with the entire family’s comprehensive financial planning needs.

Betty Lehman

Betty Lehman, a 30 year veteran as an advocate for special needs individuals and their families and founder of Lehman Disability Planning will introduce the concept of realistic forethought with defined values and goals for the entire family. She will share the parent perspective planning tool she authored, Special Directions©, which includes philosophies, knowledge and advice for the child’s quality of life. She will explain Colorado’s Medicaid Waivers and how eligibility is determined, and strategies to help ensure the child’s safety, access to services and quality of life when the parent can’t act for them.

Mike Muerer

Michael Muerer, ESQ, with Meurer Law Offices PC has been aiding people pass their legacy on to loved ones since 1991. With a specialty in Estate Planning, Elder Law and Special Needs Planning, he provides guidance for making arrangements for seamless continued care for loved ones with disabilities. He will explain the various Special Needs Trusts, how to determine which ones are relevant to your family as well as review the considerations around Powers of Attorney, Guardianships and Conservatorships.

mike keglovits

Mike Keglovits, ABLE and Special Programs Manager from the State of Colorado, will be speaking about how ColoradoABLE provides populations of people with disabilities the ability to save without losing their federal benefits such as Medicaid and SSI.

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