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Special Needs Planning with Consolidated Planning Group

Consolidated Planning Group

Do you have a Loved one with special needs? Tune in for expert advice on future care and planning for all families, including special needs. We are domiciled in Texas and serve all families across the United States. #SpecialNeedsplanning #FamilySupport #Podcast #FuturePlanning #FinancialAdvice”

Schedule a FREE Zoom Consult: https://www.consolidatedplanninggroup.com/form-once!

Email: Contact@cpgcares.net

P: 281-690-6006

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  • 26 episodes
  • Avg 58 min
  • English

Episodes 26

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  • S1 · E204
    Friday · 1 hr 3 min

    Looking for an educational experience after high school for your teen who learns differently? You will not want to miss this webinar! You will hear ideas, options, and suggestions about how to choose the best option for your student with special nee

    If you are considering a residential community for your loved one with intellectual or developmental differences, we encourage you to start exploring options early to find the best fit and to ensure a successful transition for your family member. Marbridge is a non-profit residential community located in Manchaca, Texas. that offers a continuum of care for adults with a wide range of cognitive abilities. For over 70 years, we have been providing our residents opportunities to learn, experience, and achieve a whole new life. Join this important conversation with Director of Admissions, Will Hoermann, and friends to learn more about the Marbridge community. 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net Follow Us on Social Media: 📘 Facebook: facebook.com/consolidatedplanninggroup 📸 Instagram: instagram.com/consolidatedplanninggroup

  • S1 · E203
    Thursday · 1 hr

    Educational Options and Let’s Learn About The New Texas Education Freedom Accounts (TEFA)!

    Looking for an educational experience after high school for your teen who learns differently? You will not want to miss this webinar! You will hear ideas, options, and suggestions about how to choose the best option for your student with special needs when transitioning out of high school. Also, we will be joined by CPA Teresa Ferruzzo, a partner at abipa, and she will explain details about the new Texas Education Freedom Accounts (TEFA)! Teresa is a trusted CPA to many individuals with disabilities and their families. Join us as we explain how to successfully plan for your future. 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net Follow Us on Social Media: 📘 Facebook: facebook.com/consolidatedplanninggroup 📸 Instagram: instagram.com/consolidatedplanninggroup

  • S1 · E202
    Wednesday · 1 hr

    Should I Open An ABLE Account?

    There are many decisions to be made as you prepare for the future of your special needs family member. Living with a disability is often associated with significant costs. That’s why individuals and families should consider contributing to an ABLE account. ABLE accounts offer tax-advantaged savings that can fund disability expenses. Join us as we explain how to successfully plan for your future. 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net Follow Us on Social Media: 📘 Facebook: facebook.com/consolidatedplanninggroup 📸 Instagram: instagram.com/consolidatedplanninggroup

  • S1 · E201
    Tuesday · 1 hr

    Attorney Jennifer Coulter - Medicaid Estate Recovery - How To Avoid The Medicaid Trap!

    It seemed bogus, but it is real - your state may try to come after your money when your loved one passes away. You won't want to miss this discussion with Special Needs Attorney Jennifer Coulter as she explains how states seek to recoup costs associated with long-term care services provided to Medicaid beneficiaries after their passing. You’ll learn about the Medicaid Estate Recovery Program and its requirements, including how it affects assets that go through probate and those that do not. You will also learn the things you can do to protect your assets! 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net Follow Us on Social Media: 📘 Facebook: facebook.com/consolidatedplanninggroup 📸 Instagram: instagram.com/consolidatedplanninggroup

  • S1 · E200
    August 28 · 1 hr

    Caring for Loved Ones with Disabilities Life Care Managers

    As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your family member with special needs. Considerations such as managing a complex health care concerns, future care options, and working with client service providers are challenging. Join Kristin Martinelli from Mir Care Consultants as she talks about the role of "Life Care Managers." You will learn how they provide assessments and care plan development for meeting the medical, psychological and social challenges of their clients. 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once Follow Us on Social Media: 📸 Instagram: instagram.com/consolidatedplanninggroup 📘 Facebook: facebook.com/consolidatedplanninggroup

  • S1 · E199
    August 21 · 59 min

    Educational Options Beyond High School For Students With Special Needs

    Are you looking for an educational experience after high school for your child with special needs? If you are reviewing options related to academics, vocational opportunities, and other transition paths, this webinar is for you! Deciding on the best option for a student who is neurodiverse or has a disability when transitioning out of high school, is challenging. We can help! Join us as we explain how to successfully plan for your future. 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once Follow Us on Social Media: 📸 Instagram: instagram.com/consolidatedplanninggroup 📘 Facebook: facebook.com/consolidatedplanninggroup

  • S1 · E198
    August 18 · 1 hr

    Government Benefits 101 - Understanding SSI and Medicaid, SSDI and Medicare

    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 we explain how to successfully plan for your future. 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once Follow Us on Social Media: 📸 Instagram: instagram.com/consolidatedplanninggroup 📘 Facebook: facebook.com/consolidatedplanninggroup

  • S1 · E197
    April 14 · 1 hr 1 min

    Building a Future Without Limits: My Possibilities and Our Mission

    Join us for an engaging and informative presentation about My Possibilities, a pioneering organization dedicated to providing continuing education, vocational training, and life enrichment programs for adults with intellectual and developmental disabilities (IDD). In this session, you’ll gain a deeper understanding of our mission, the innovative programs we offer, and the impact we’re making in the lives of our HIPsters (Hugely Important People). We’ll explore how My Possibilities empowers individuals to achieve greater independence, develop meaningful skills, and participate fully in their communities. Whether you’re a community member, potential partner, or simply curious about how to support adults with IDD, this presentation will give you a clear picture of our work, our vision for the future, and how you can be part of building a world without limits.

  • S1 · E196
    April 14 · 1 hr 2 min

    Family Opportunity Mortgage - How It Works, Who Qualifies, And Why It Matters

    You may not have heard of the Family Opportunity Mortgage that enables you to purchase a home for a disabled child without paying second home or investment property rates. Join this webinar to hear from JoAnn Cooper from Nationwide Lending Partners and discover a new way to provide for your family's housing needs.

  • S1 · E195
    April 14 · 1 hr 4 min

    How is Autism Evaluated? What to Expect and When is it Needed with Dr. Lindsay Asawa

    Many parents wonder if their child's development is on track and what behaviors are typical. Every child is different and it can be tough to know when to be concerned and when to let things go. Join us to learn more about when an Autism evaluation may be helpful for a child, teen, or adult. Dr. Lindsay Asawa from Beautiful Brain Psychological Services will explain the evaluation process and what to expect from an Autism evaluation.

  • S1 · E193
    Nov 19, 2025 · 56 min

    Government Benefits 101 - Understanding SSI and Medicaid, SSDI and Medicare as well as Childhood Disability Benefits

    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 we explain how to successfully plan for your future.

  • S1 · E192
    Sep 12, 2025 · 1 hr 4 min

    Children with Special Needs and Divorce: What a Texas Parent Needs to Know

    Divorce and child support are legally complex and emotionally challenging issues on their own. When these issues involve children with special needs, parents must be even more mindful to ensure that their children are protected. If these special considerations are not appropriately addressed, it could be disastrous for the children with special needs. Join this webinar as Board Certified Family Law Attorney Mike Day addresses how parents can best protect their children with special needs in the midst of litigating a divorce or child support dispute. In addition, Mary Ann Hughes, Certified Special Needs Divorce Coach and founder of Special Family Transitions, will share tips on being proactive and organized in divorce, to better deal with the overwhelming issues of special needs divorce and more effectively advocate for yourself and your child with a disability.

  • S1 · E191
    Sep 11, 2025 · 1 hr

    The Resistant Pre-Teen And Teen Learner: How To Launch Successfully!

    Is your child struggling with academics? Hating school? Unfocused? Unmotivated? Battling homework? Are you concerned about how your highschooler will develop adulting skills and be successful after high school? All students want to learn and be successful! But many times parents are using the wrong strategies to motivate the struggling and resistant student in their home. If you're not getting the results you want, you are using the wrong strategies. Join this webinar to learn from Learning and Behavior Therapist Elizabeth Sharpe, M.Ed., as she shares strategies that will motivate your student and increase hope for you and your child!

  • S1 · E190
    Sep 10, 2025 · 39 min

    Why Do I Need A Special Education Advocate to Understand The IEP Process And My Rights As A Parent?

    Join this webinar to hear from Special Education Advocate Tenika Combs, Founder of Got Advocacy. She will help you understand the importance of your rights as a parent, the ARD process, and help you get equipped for this school year. Whatever stage your child is in, whether transitioning into special education for the first time or transitioning out of special education, this talk is for you!

  • S1 · E189
    Sep 7, 2025 · 1 hr 2 min

    Government Benefits 101 - Understanding SSI and Medicaid, SSDI and Medicare

    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 we explain how to successfully plan for your future.

  • S1 · E188
    Sep 6, 2025 · 54 min

    A Blueprint for Successful Transition to Adulthood for the Child with ADD/ADHD

    This presentation provides the tools for the parents to lay the groundwork for developing a High School Transition Plan for College, Employment and Independent Living in Adulthood. With a special focus on the struggles of individuals with ADD or ADHD, Louis Geigerman will answer your questions and provide a vision for the future.

  • S1 · E187
    Sep 6, 2025 · 51 min

    Should I Open an ABLE Account?

    There are many decisions to be made as you prepare for the future of your special needs family member. Living with a disability is often associated with significant costs. That’s why individuals and families should consider contributing to an ABLE account. ABLE accounts offer tax-advantaged savings that can fund disability expenses. Join this webinar to learn why you may want to open your ABLE account before the new year!

  • S1 · E186
    Sep 5, 2025 · 1 hr

    Enabling Adults Living With a Disability to Spend Their Own Money and Increase Their Independence

    An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a prepaid, reloadable Visa debit card designed to help people who may be at risk of exploitation or financial abuse – including adults with disabilities – manage their money. The True Link Visa Card, that helps families protect the finances and independence of the people they support. Join this webinar to hear from Peter Wall, Director of Fiduciary Services, at True Link financial, as he explains the benefits of this unique debit card including: Help Give Financial Independence and Keep Track of Spending Set Custom Spending Rules Help Prevent Risky Purchases and Cash Withdrawals Help Protect Public Benefits Eligibility Funding from a Special Needs Trust

  • S1 · E185
    Sep 5, 2025 · 48 min

    Have You Heard about the Family Opportunity Mortgage? For Your Loved One With A Disability?

    Join this webinar to hear from Dwayne Graham, Branch Manager at New American Funding, as he tells us about a little-known mortgage product, the Family Opportunity Mortgage. This mortgage is a unique product for families considering purchasing a home for a loved one with a disability. You will learn why this is a better option for your family and how it compares with other lending options.

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