Lighting the Way to Financial Well-being: Miami

Start Date:
Saturday, May 6, 2017
End Date:
Saturday, May 6, 2017
Location:
Marriott Miami Airport
1201 NW LeJeune Rd
Building A
Miami, FL 33126
10:00 AM Breakout Sessions (Grand Ballroom) // All breakout sessions will be offered four times throughout the program for forty minutes each between 10:05am and 1pm. You will have to opportunity to attend all sessions, if you choose to do so.

Saturday, May 6, 2017

10:05 AM - 1:00 PM

ABLE Accounts

Location: Salon B

In this session, attendees will learn about a new type of savings option made available for families of individuals with disabilities through the Achieving a Better Life Experience (ABLE) Act of 2014. This session will focus on their state’s ABLE Account policies, including contribution and account limits, program manager, status of enrollment, how funds can be used, and more. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Additional funding streams

Location: Salon D

In this session, attendees will learn about the other funding sources and ways to receive financial support, especially when working with limited resources. This will include information on Medicaid, SSI/SSDI, waiver programs, and more. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Guardianship

Location: Salon C

In this session, attendees will learn about the various levels of guardianship, from conservatorship to guardianship.

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm

 

10:05 AM - 1:00 PM

Special Needs Trust

Location: Salon A

In this session, attendees will learn about the various pieces to developing a Special Needs Trust, including crafting a letter of intent, how to fund a trust, what provisions are included, and more. 

Offered times: 10:05-10:45am // 10:50-11:30am // 11:35am-12:15pm // 12:20-1:00pm