Upcoming Events

Consolidated Planning Group invites you to learn with us as we partner with amazing people who support our families and their concerns for the future.

DATE/TIME:  Wed.., Feb. 1, 2023, at 12:00 noon

TITLE/DESCRIPTION: How to Save on Medical Expenses

Are you worried about medical bills? Do you wish you could win the fight with your insurance company to get more expenses reimbursed? You may be able to resolve denied insurance claims! Learn how at this webinar! Join us as Special Needs Financial Advisor Allison Schaberg shares her personal experience and financial know-how with you!

PARTNER: Partners Resource Network (PACT) 

ZOOM WEBINAR ID: 870 2788 1306

REGISTER HERE:  https://tinyurl.com/save0201

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DATE/TIME:  Mon., Feb. 6, 2023, at 12:00 noon

TITLE/DESCRIPTION: Guardianship and Alternatives with Special Needs Attorney Alison Packard 

Once a child with special needs becomes a legal adult, how does a parent continue to protect and make decisions for that child?  Attorney Alison Packard will discuss the guardianship option as well as alternatives to the guardianship, such as powers of attorney, supported decision-making agreements, special needs trusts, and representative payees. She will suggest factors to consider in determining the best course of action for a disabled adult child. Alison will also provide an overview of the guardianship process in Texas, including the timeline, court procedures, options for limited guardianships, requirements for maintaining the guardianship, and tips for a smooth proceeding.

SPEAKER:  Alison Packard

PARTNER: North East ISD Special Education Department

ZOOM WEBINAR ID: 890 2811 4316

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_ywvDhw5IRiK5xE8BIauyoQ

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DATE/TIME:  Tues., Feb. 7, 2023, at noon

TITLE/DESCRIPTION:  Top 5 Legal Documents Needed for Special Needs Planning

Attorney Christina Lesher discusses the top five Special Needs Documents needed to prepare properly for the future of your family.- Will or Revocable Trust (or both) – 3rd party Supplemental Needs Trust – 1st party Supplemental Needs Trust – Documents for incapacity – Beneficiary designation updates.  Join us as Special Needs Christina Lesher explains how to successfully plan for your future.

PARTNER: Workforce Solutions Texoma

SPEAKER: Attorney Christina Lesher 

ZOOM WEBINAR ID: 897 0183 0521

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_apeNpei8S0ybFPfoh5u6UA
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DATE/TIME:  Wed., Feb. 8, 2023, at 12:00 noon

TITLE/DESCRIPTION:  Understanding SSI and Medicaid, SSDI and Medicare as well as Childhood Disability Benefits

In this session, we will review SSI & Medicaid, SSDI & Medicare, and Childhood Disability Benefits. We will review when and how to apply, how to be prepared for your appointment, and how to maintain eligibility going forward. You will learn how to maximize benefits for your family. Many of our children with disabilities do not qualify for SSI & Medicaid as minors. The landscape changes when they turn 18. Whether you are already getting benefits and aren’t sure if your benefits are maximized or you need guidance on how to get started, this session is for you.Join us as Allison Schaberg, Special Needs Financial Planner, explains how to successfully plan for your financial future. 

PARTNER:  City of Laredo Health Department

ZOOM WEBINAR ID:  886 8447 3631

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_neXG36wyQiS2As61h6x4xg
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DATE/TIME:  Fri., Feb. 10, 2023, at 12:00 noon

TITLE/DESCRIPTION: Special Needs Planning – Medicaid Waivers, SSI Eligibility, and Preserving Benefits 

There are many decisions to be made as you prepare for the future of your special needs family member. Living with a disability is often associated with significant costs. That’s why families should understand Medicaid Waivers (specifically the Texas IDD Service System), SSI eligibility, and the importance of preserving benefits. Join us as Special Needs Financial Planner Allison Schaberg explains how to successfully plan for your future.

PARTNER: High Point Village

ZOOM WEBINAR ID: 834 8107 0272

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_moBoKQ6GRZ2hv6v9NP7tHw
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DATE/TIME:  Wed., February 15, 2023, at 12:00 noon

TITLE/DESCRIPTION:  Government Benefits 101 – Addressing the Ongoing Care and Planning Concerns for an Individual with Special Needs

Do you need help understanding and navigating the Social Security Administration? Come hear from Allison Schaberg, a Special Needs Financial Planner and National Social Security Advisor, as she helps you think through the complexities of Social Security, Medicare, and Medicaid.  

PARTNER:  Partners Resource Network – PEN 

ZOOM WEBINAR ID: 814 1540 1854

REGISTER HERE:   https://tinyurl.com/PEN-February
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DATE/TIME:  Fri., Feb. 17, 2023, at 12:00 noon

TITLE/DESCRIPTION:  Making Your Dream Vacation Come True! 

Everyone, regardless of their disability, is entitled to a safe, enjoyable, frustration-free vacation. Please join Senior Travel Advisor and SNG® Certified Accessible Travel Advocate Denise Williams, Williams Global Travel – Dream Vacations, as she shares insider insights, travel tips, supplier and destination recommendations for families traveling with special needs.  Your dream vacation awaits!

SPEAKER: Denise Williams

ZOOM WEBINAR ID: 848 2126 7299

REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_CipK1G2zQmezT36frVf8zA
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DATE/TIME:  Sat., February 18, at 11:00 am 

TITLE/DESCRIPTION:  Educational Options After High School for Special Needs Families

Looking for an educational experience after high school for your teen who learns differently? You will not want to miss this webinar with Allison Schaberg, Special Needs Financial Planner from Consolidated Planning Group. Allison will offer ideas, options, and suggestions about how to choose the best option for your student with special needs when transitioning out of high school.

PARTNER: Down Syndrome Assoc. of Houston

ZOOM WEBINAR ID: 874 3317 8228

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_jBIJEbHWSFOJArz4IwIhxA

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DATE/TIME:  Tues., Feb. 21, 2023, at 12:00 noon

TITLE/DESCRIPTION:   Educational Options After High School for Special Needs Families

Looking for an educational experience after high school for your teen who learns differently? You will not want to miss this webinar with Allison Schaberg, Special Needs Financial Planner from Consolidated Planning Group. Allison will offer ideas, options, and suggestions about how to choose the best option for your student with special needs when transitioning out of high school.

PARTNER:  Partners Resource Network

ZOOM WEBINAR ID:  847 9475 5879

REGISTER HERE:  https://us02web.zoom.us/webinar/register/WN__L_vhzUuRXOwPMYR6t4Bcg
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DATE/TIME:  Wed., Feb. 22, 2023, at 12:00 noon

TITLE/DESCRIPTION:  Starting and Navigating the IEP Process: How do we move forward to support our kids in school?

What do we do when things are not running on automatic and our children are experiencing struggles at school?  Join this webinar to learn from Christina Cabral from Let’s IEP Together.  Christina says, “I often hear from parents that they had no idea these resources existed or how to effectively access them when their child needs special education.  My goal is to help equip families with the knowledge to support their child, and ensure that every child has a voice at the IEP table.”

This webinar is hosted by Chatterbox Therapy Center in Dallas, TX.  

PARTNER: Chatter Box Therapy

SPEAKER:  Christina Cabral 

ZOOM WEBINAR ID: 833 9242 4602

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_xOBfChmgTT6eCZWPKiFTOw

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DATE/TIME:  Thurs., Feb. 23, 2023, at 12:00 noon

TITLE/DESCRIPTION:  What is the HCS Waiver? How Do I Qualify?  How Do I Get on the List?

HCS is a Medicaid waiver program that supplies services and supports to Texans with an intellectual disability (ID) or a related condition so that they can live in the community.   Join us as Lynsy Meier with Sevita Health explains this waiver program!

PARTNER/SPEAKER: Lynsy Meier – Sevita Health/D&S Community Services

ZOOM WEBINAR ID: 852 5619 1363

REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_bjC4c1etQdiXuRsy-QkkCQ

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DATE/TIME:  Mon., Feb. 27, 2023, at 12:00 noon

TITLE/DESCRIPTION: Special Needs Planning – Key Steps to Achieving Financial Success 

As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your family member with special needs. Considerations such as transitioning, future care options, and preservation of benefit eligibility are a few items that require intentional evaluation. These are especially important if you have a child who may need care for the rest of their life. 

Join us as Allison Schaberg, Special Needs Financial Planner,  explains how to successfully plan for your financial future. 

PARTNER:  Next Step Transition Center, LLC

ZOOM WEBINAR ID: 899 7762 3627

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_wRjyfbFXQ2iKo3AwBApwcg
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DATE/TIME:  Tues., Feb. 28, 2023, at 12:00 noon

TITLE/DESCRIPTION:  Educational Options After High School for Special Needs Families

Looking for an educational experience after high school for your teen who learns differently? You will not want to miss this webinar with Allison Schaberg, Special Needs Financial Planner from Consolidated Planning Group. Allison will offer ideas, options, and suggestions about how to choose the best option for your student with special needs when transitioning out of high school.

PARTNER: Student HireAbility Navigator – Workforce Solutions of Central Texas

ZOOM WEBINAR ID: 831 2341 9001

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_C4tAYJ_gT8uK8IRzq9Lxqg

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DATE/TIME:  Tues., Feb. 28, 2023, at 6:30 pm Central

TITLE/DESCRIPTION:  Understanding and Supporting Executive Function Skills in Students

As parents, we want our children to achieve and do their best.  Helping our children develop executive function skills impacts their success in school and in life.  

Join us as Linda Schurman shares what these executive function skills are, what sometimes gets in the way of the development of these skills, and strategies we as parents can use to help support the development of these skills in our children

This event is hosted by Fort Bend ADDA Parent Support Group.

SPEAKER: Linda Schurman – Schurman’s Skills for Success

ZOOM MEETING ID:  823 9906 1351

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_dYZTfFSjR_y9EgBEd56ebw

Categories: Uncategorized