Special Needs Planning with Consolidated Planning Group

Understanding SSI and Medicaid, SSDI and Medicare as well as Childhood Disability Benefits


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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 Michelle Morris, Special Needs Financial Planner, explains how to successfully plan for your financial future.

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Special Needs Planning with Consolidated Planning GroupBy Consolidated Planning Group