Life Planning Workshop

February 7-8, 2019
9:00 AM-12:00 PM

Bethany Lutheran Church
4500 E Hampden Ave
Room 210
Cherry Hills Village, Colorado  80113

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STAR Institute and disABILITY Works are proud to offer the Life Planning Workshop: a working session and opportunity to work with legal and financial advisors to complete a suddenly in charge handbook creating a snapshot for your life. This will outline essentials steps, medications, therapists, schedules, emergency contacts, and key facts for a smooth process with your child. This is a critical step in your emergency preparedness for any family with loved ones with disabilities in assisting someone who may need to step into your shoes on a temporary or permanent basis. 
 

The full 2-day workshop includes:

Education in:

  • Legal Documents Needed
  • Financial Planning & Protection
  • Legal & Financial Coordination
  • Public Benefit Planning
  • IEPs & 504s
  • Transition Planning
  • Caregiver guidebook completion

One on One Consultations for the following:

  • 4 hours of personal financial consultation – with outline of preliminary recommendations
  • 2 hours legal review consultation – including course of action for your situation


Presenters            

Laura A. Mathews, Attorney-Estate & Disability Planning-Elder Law
Emily Patton, Financial Advisor – Disability Financial Planning

 

Agenda

Day One - February 7, 2019

9:00 AM-9:45 AM                              Legal Discussion                              

9:45 AM-10:00 AM                            Legal Q&A/Break                              

10:00 AM-10:45 AM                          Financial Coordination                     

10:45 AM-11:00 AM                          Financial Q&A/Break                        

11:00 AM-11:45 AM                           Public Benefits                                  

11:45 AM-12:00 PM                           Public Benefits Q&A                        
 

Day Two - February 8, 2019

9:00 AM-9:45 AM                               IEPs & 504s                                      

9:45 AM-10:00 AM                             Break                                                   

10:00 AM-10:45 AM                           Transitions Planning Overview       

10:45 AM-11:00 AM                           Workshop Q&A                              

11:00 AM-12:00 PM                           Caregiver Guidebook

 

Cost

Full 2-Day Workshop: $850 per person (or per 2-person family)
1 Day Only: $595 per person (or per 2-person family)

 

With every disAbility Works LLC family workshop, the following items are offered at no additional charge for your additional family needs.

Included as a part of your full 2 day workshop: 6 Hours of Professional services (not available to single day participants):

  1. Up to 2 hours, one on one, legal review of your current documents and situation with a lawyer currently practicing in disability planning.
  2. In your legal review, completion of a parental delegation for your child with disabilities. 
  3. Up to 2, one on one, 2 hour sessions with a chartered special needs consultant financial advisor to provide you with a full review of your personal situation and a game plan of steps you can take to coordinate your legal and financial documents and secure the future for your family.
  4. Courtesy Insurance review
  5. Courtesy Wealth Management Oversight review 

 

**To make the most efficient use of your personal time and in order for the advisor and/or the attorney to be fully prepared for your one on one meetings, completion of the above items will require information be given to the attorney and/or advisor at least 2 weeks prior to your scheduled meeting.

**Personal one on one meetings must be scheduled during the workshop. As a professional courtesy to everyone, workshop one on one meetings are not necessarily available for reschedule. 
 

Services at an additional fee:

  • Custom Estimate of the costs for your unique disability situation from today through end of life care
  • Comprehensive Financial Planning* (discounted by the entire cost of your workshop) 
  • Cash Flow Strategy Planning
  • Preparation of full legal documents or missing items in your legal plan coordinated with a financial advisor
  • Medicaid and SSI application professional services
  • Single day participants only: One on One, up to 3 hour, Legal or Financial consultation, $400.00 fee

 

Cost Comparison

Average Price range for independent services you may need:

Legal Review: $600-$1,500    

IEP Services: $600-$1,000    

Public Benefit Planning: $1,000-$3,000  

Transition Plan: $500   

The above price ranges include advice only and no action taken on behalf of the advisor

Comprehensive Financial Plan: $2,500-$5,000  

Letter of Intent/Caregiver Guidebook: $500    

Total Potential out of pocket range with independently contracted services: $5,700-$11,500

All cost reflected here are average ranges and prices for all services can vary widely depending on your personal professional and their independent fee schedules.

=$850.00 flat rate vs. up to $11,500

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