Life Planning Workshop Series

 

STAR Institute is excited to continue to offer this FREE Life Planning Workshop series. During this workshop series, you will explore the 4 stages of life planning. This program is intended for families who have family members who have sensory challenges, autism, other disabilities or have other special situations (parents who are elderly) through concrete exercises. Leave with confidence and clarity with a workbook that will help you move forward in life planning decision making for your future and family.

= LEGAL FOUNDATION: ACCESSING MONEY, MEDICAL CARE, PUBLIC BENEFITS, AND PROTECTING  FAMILY OWNED BUSINESSES 

I  = INDEPENDENCE: ACCESS TO ASSETS, RETIREMENT, CARE COSTS AND MEDICAID 

F = FOCUSED FINANCIAL PLANNING: MONEY TO ENJOY EACH DAY NOW AND INTO THE FUTURE FOR YOU AND YOUR FAMILY  

= ENTIRE FAMILY: CONSIDERATION FOR EVERYONE INVOLVED-PLANNING FOR MULTIPLE LIFETIMES AND MULTIPLE VALUES AND NEEDS

Special topics 

Work through special exercises designed to help you create a FAMILY LIFE PLAN based on your family values, legal and financial needs, and family structure.  Topics covered in Life Planning include but are not limited to legal and financial security, estate planning documents, safeguarding assets; supported decision making and accessing public benefits during this uncertain political time, and most importantly what it means to create and leave a love and legacy message for those who remain.  

Presenters            

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

Upcoming Workshops

Tuesday, May 30
Individual Education Plan (IEP) Meetings
5:30PM-7:30 PM

Tuesday, June 27
Acquiring public benefits and allocating private resources for therapy
5:30PM-7:30 PM

Register Now (FREE)*

 

*Please note: Each workshop is limited to 6 families or a total of 12 people. Please register to save a spot. We are unable to accept walk-ins.