Navigating Government Benefits for Employed Individuals

Balancing needs-based benefits eligibility and employment is tricky... with so many factors to be mindful of, it's important to understand the basics and establish a solid foundation.

Understanding the ins and outs of SSI/SSDI, Medicare, and Medicaid eligibility criteria, reporting, incentives, and supports is an excellent place to start!

We walked through some of the most important components that can help you and your loved one navigate this balancing act with greater success!

Webinar Agenda:

  • Understanding the importance of needs-based benefits

  • SSI & SSDI Income and Asset Limits

  • SSDI: Substantial Gainful Activity (SGA) & 9 month trail work period

  • SSI: Impairment Related Work Expenses (IRWE) & the Redbook

  • Social Security reporting responsibilities & wage reporting app

  • SSI & SSDI work incentives & employment supports

  • Medicaid & Medicare income & asset eligibility criteria

  • Employed Persons with Disabilities (EPD) Medicaid basics

  • Using ABLE accounts to save and maintain eligibility

  • The role of Vocational Rehabilitation

  • And more!

Checklist for a Successful Special Needs Relocation Plan

It's no longer a secret that the Pacific Northwest is a special place to live. With Bend, OR ranking as one of the fastest growing midsize U.S. cities, it's inevitable that people will be seeking resources to accommodate their unique situations in their new home.

It's important to know and understand the considerations and updates that should be made to a special needs plan when moving.

  • ABLE Account Planning: Considerations before moving an ABLE account from state to state.

  • SSI/ SSDI reminders for representative payees when transferring states.

  • Understanding Oregon's state specific Medicaid funded programs-- Eligibility & process when applying.

    • K-Plan

    • EPD Medicaid

    • Oregon Health Plan

    • DD Services

  • The landscape of Oregon's needs-based benefits-- SNAP, housing and other assistance programs.

  • Special needs trust planning important reminders and considerations when moving across an SNT state lines.

  • Reminders when updating support documents: guardianship/ conservatorship or power of attorney.

  • Oregon specific tax benefits and reminders for special needs families.

  • Understanding Oregon's state specific jargon and roles of the different support organizations.

Fundamentals of Healthcare Planning for People with Disabilities

Healthcare planning for an individual experiencing disability is equally important as it is daunting. Perhaps the single most important part of planning for your loved one is ensuring proper medical support, supervision, and maintaining eligibility for these key components. In this webinar we breakdown the important medical programs, eligibility requirements, considerations, and tips that you should know when planning for your loved one's care.

  • Medicaid & Medicare Basics-- What does it cover? How do you qualify?

  • Insurance program eligibility rules

  • Medicare Savings Programs

  • The Affordable Care Act and Medicaid Expansion

  • How to different insurance programs work together?

  • Understanding how Social Security and Medicaid/Medicare work together

  • Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSA)

  • Health coverage planning considerations and tips

  • And more!

Maximizing Medicaid

Description: Special Guest Jessica Leitner of Jessica Leitner Consulting LLC has over 30 years experience in: Advocacy, Training, Consultation, Strategic Planning, Facilitation, Coaching, Policy Development, Program review and more. She has dedicated her life to the support of adults and families with Developmental Disabilities.

Agenda:

• Jessica’s Analysis on the Future of Medicaid
• What does the 2020 Election Mean for Medicaid Funded Programs
• How to Maximize Medicaid Eligibility for you Child
• Post-Election Analysis on Medicaid Programs

What You Need To Know About The Biden Administration's Disability Plan!

Policy changes affect the special needs community in a uniquely challenging way, and with so many possible changes hinging on one of the most contentious elections to date, we want to prepare families for projected outcomes that could have major ramifications on their planning. Our goal is for you to have the most up to date and relevant information when planning for your special needs loved one's care so you can feel secure and confident in their future.

• Additional Coronavirus Stimulus and Relief

• Possible Affordable Care Act Changes

• How does ACA Affect Medicaid funded Benefits like PSW Hours, DD Services

• Possible Changes to Social Security Benefits

• Projected Tax Changes Affecting Special Needs Planning

• Education Plan and Funding Updates and Changes

• Disability Related Employment Support & Opportunity Changes