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Essential Tips for Special Needs Planning | EP 1
Welcome to our very first episode of the "APT: Beyond the Classroom" podcast! 🎉 Hosted by Alison Pattison, founder and CEO of Arizona Provider Training, this episode features Nathan Buckles from Meridian Special Needs Planning, who shares invaluable insights on special needs planning.
📧 Sign up for our newsletter at https://ap.training/ to stay informed about upcoming training sessions or register for your next course!
In this episode, we cover:
🌟 Introduction to Special Needs Planning:
Learn what special needs planning entails and how it can secure a better future for your loved ones.
📜 Legal Essentials:
Discover the importance of setting up the right legal documents, such as wills, family trusts, and special needs trusts, to protect your child’s benefits and rights.
💸 Financial Guidance:
Understand the key steps in financial planning, including funding a trust and preparing for long-term needs.
🏛️ Navigating Government Benefits:
Get a breakdown of the various government benefits available and how to ensure your loved one receives all eligible support.
🧭 Workshops and Continuing Education:
Find out about our free monthly workshops that offer practical guidance and Continuing Education Units (CEUs).
How This Podcast Will Help You:
Empower Your Decisions: Gain the knowledge needed to advocate for your loved ones.
Plan for the Future: Learn how to secure your child's future with the right legal and financial strategies.
Maximize Benefits: Understand how to navigate and maximize government benefits effectively.
Reduce Stress: Get peace of mind by having a plan in place and knowing what steps to take.
👉 Sign up for provider training at https://ap.training/
👉 More info on Meridian Special Needs Planning at https://meridiansnp.com/
View all episodes
By Dr. Alison PattisonWelcome to our very first episode of the "APT: Beyond the Classroom" podcast! 🎉 Hosted by Alison Pattison, founder and CEO of Arizona Provider Training, this episode features Nathan Buckles from Meridian Special Needs Planning, who shares invaluable insights on special needs planning.
📧 Sign up for our newsletter at https://ap.training/ to stay informed about upcoming training sessions or register for your next course!
In this episode, we cover:
🌟 Introduction to Special Needs Planning:
Learn what special needs planning entails and how it can secure a better future for your loved ones.
📜 Legal Essentials:
Discover the importance of setting up the right legal documents, such as wills, family trusts, and special needs trusts, to protect your child’s benefits and rights.
💸 Financial Guidance:
Understand the key steps in financial planning, including funding a trust and preparing for long-term needs.
🏛️ Navigating Government Benefits:
Get a breakdown of the various government benefits available and how to ensure your loved one receives all eligible support.
🧭 Workshops and Continuing Education:
Find out about our free monthly workshops that offer practical guidance and Continuing Education Units (CEUs).
How This Podcast Will Help You:
Empower Your Decisions: Gain the knowledge needed to advocate for your loved ones.
Plan for the Future: Learn how to secure your child's future with the right legal and financial strategies.
Maximize Benefits: Understand how to navigate and maximize government benefits effectively.
Reduce Stress: Get peace of mind by having a plan in place and knowing what steps to take.
👉 Sign up for provider training at https://ap.training/
👉 More info on Meridian Special Needs Planning at https://meridiansnp.com/