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Mastering the Fundamentals of SSI Benefits

Social Security benefits (SSI) can be a confusing and overwhelming part of your loved one's special needs life care plan. But don't be discouraged! Understanding the ins and outs of the application process, eligibility requirements, and the impact of employment on these benefits can turn this obstacle into a powerful tool.

We uncovered the most important need-to-knows we've encountered while helping thousands of families master SSI benefits in the process of building a successful special needs financial plan that spans a lifetime.

Discussion topics:

  • SSI Restoration Act of 2021 Legislation

  • SSI eligibility criteria - financial and disability requirements

  • Process when applying for benefits

  • Managing room & board (rent) payments from an SSI check

  • SSI reporting requirements

  • Representative payee: Roles, responsibilities, duties

  • How does employment and income impact and affect SSI benefits?

  • Tips and tricks when working with Social Security

  • And more!