Planning for the Future: Financial and Legal Issues – Part 2

Session 2: Financial & Legal Planning for the Future

Connections California welcomes back Trudy Marsh Grable, Credentialed Person-Centered Thinking & Planning Consultant, for the second of an insightful two-part webinar series designed to help families prepare for the future with peace of mind.

As parent caregivers, we inevitably reach a point where we ask, “”Who will care for my adult with a disability when I’m gone?”” Our first reaction may be denial, but time moves forward, and planning becomes essential. One of the most valuable steps you can take is preparing for your loved one’s financial security and understanding the common myths and misconceptions about financial planning.

Please join Trudy Marsh Grable to learn about:
– Public benefits: Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), Disabled Adult Child (DAC) benefits, Medi-Cal, Medicare, Medi-Medi, and In-Home Supportive Services (IHSS)
– Financial Tools & Legal Protections: CalABLE accounts, special needs trusts and the letter of intent, conservatorship, durable power of attorney, and supported decision-making
– Actionable takeaways for immediate and long-term planning, along with resources for additional support
Come learn how to support your loved one’s future – and give yourself a little peace of mind.

If you need accommodations to participate in the training or assistance with registration, please contact us as soon as possible at [email protected]. We typically require 10 days to arrange accommodations to ensure your inclusion.

This is a Connections California event, a project of Parents Helping Parents – Silicon Valley. Connections California is sponsored in part by the San Andreas Regional Center and the California Department of Developmental Services.
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