Tax and Financial Information for Special Needs Planning

Tax Preparations for Parents of Children with Special Needs

(originally offered 02/02/2011) Presenter: Jackie Wilks-Weathers, Executive Director of The Center for Financial Independence and Innovation. The webinar will focus on: •  Information on the Earned Income Tax Credit (EITC), the Child Tax Credit, and Volunteer Income Tax Assistance (VITA) centers •  Information on tax credits specific to individuals with disabilities or those with family members with […]

Planning for a Continuum of Care

(originally offered 1/16/13) Presenter: David Glass, Senior Vice President, Glass Financial Group Planning for a child with a disability requires forethought and a coordinated decision making effort. Join David Glass who is also the father of a child with a disability as he reviews a cohesive and proactive process to help parents with estate and […]

Guardianship of Adults with Disabilities 2

(originally offered 4/29/16) Presenter: Jim Outman Ever wondered how the Americans with Disabilities Act is different from the Individuals with Education Act (IDEA)? How might you get accommodations if your child does not meet the eligibility requirements for IDEA? Want to learn more about Section 504 of the Rehabilitation Act and how it impacts children […]

Special Needs Trust and other Special Needs Planning Options

(originally offered 6/27/16) Presenter: Natalie Green, Attorney at Law Do you know how to provide for your child’s long-term financial security without jeopardizing their future benefits? If not, you won’t want to miss this webinar! Natalie Green, Attorney at Law, will share the ins and outs of special needs trusts and other funding vehicles for […]