Description:

Palladio Consulting LLC has seen, built, and reviewed thousands of special needs plans over the past 8 years. During this time, we've encountered many unique planning situations tasking us to uncover every resource, organization, and valuable piece of information to meet the needs of the families we serve. This has given us the ability to recognize common mistakes and identify best practices when planning for a special needs loved one.

We're back for round 2 as we discuss the best tips, tricks and information to help you create a successful special needs plan!

Topics of Discussion:

• Tips and tricks to being a “Student of the Community” and Information sponge!

• Understanding the benefits of ABLE no one really talks about.

• Best ways to communicate the support plan with family.

• Be ready for the unexpected! Create a cash reserve.

• Document, Document document! Completing a letter of intent or instructions for care report.