Build a Confident Future
for Your Loved One with Special Needs
Created by a father of two sons with disabilities, retired emergency physician, CFP®, and Chartered Special Needs Consultant®, this course helps families understand:
-
Understand SSI, SSDI, Medicaid, and Medicare
-
Learn when to use Special Needs Trusts and ABLE accounts
-
Build a long-term financial roadmap
-
Create a sustainable future for your loved one
Exclusive offer for Autism Parenting Magazine readers. Use code AUTISM100
Why I created this course
When our sons were young, I assumed someone would explain how all of this worked.
SSI.
Medicaid.
Waivers.
Special Needs Trusts.
Guardianship.
ABLE accounts.
Instead, I found pieces of the puzzle scattered everywhere. Attorneys explained trusts. Government websites explained benefits. Financial planners talked about investments. Support groups shared personal experiences. But nobody seemed to explain how all of the pieces fit together into a single plan.
Over time, my wife and I learned how to navigate the system for our own family. Later, after becoming a CFP® and Chartered Special Needs Consultant® and helping other families navigate these decisions, I realized that many parents were facing the exact same challenges we had.
That's why I created this course—to give families the roadmap I wish we had when our journey began. My goal is to help parents build a strong foundation and develop their own special needs plan with greater clarity, confidence, and peace of mind
What's Included in the Special Needs Planning Blueprint
Module 1: The Blueprint Foundation
Learn the key principles behind special needs planning and how all of the pieces fit together.
Module 2: Securing Government Benefits
Understand SSI, SSDI, Medicaid, Medicare, waiver programs, and how to preserve eligibility.
Module 3: Protecting Financial Resources
Learn when and how to use Special Needs Trusts, ABLE accounts, and other planning tools.
Module 4: Building a Supported Life
Explore housing, employment, caregiving, community supports, and creating a meaningful future.
Module 5: Structural Decisions
Understand guardianship, decision-making authority, Letters of Intent, and long-term planning considerations.
Module 6: Putting Your Plan Into Action
Turn what you've learned into a personalized special needs plan for your loved one.
Who This Course Is For
This course was designed for families who want to better understand the financial, legal, and practical decisions involved in caring for a loved one with disabilities.
✓ Parents of children with disabilities
✓ Parents of adult children with disabilities
✓ Grandparents and other family members wanting to help
✓ Families navigating SSI, Medicaid, and other government benefits
✓ Caregivers planning for the future
This course is designed to provide education, clarity, and a framework for decision-making, but does not replace individualized professional advice. Many families find it gives them a strong foundation before meeting with attorneys, financial planners, and other professionals.
Start Building Your Family's Roadmap
Whether your child was recently diagnosed or you've been navigating disability services for years, having a roadmap can make the journey less overwhelming.
The Special Needs Planning Blueprint was created to help families understand the key financial, legal, and practical decisions involved in caring for a loved one with disabilities.
You don't have to figure it all out at once. You just need a place to start.
Enroll today and save $100 with code AUTISM100.