Essential Tips for Special Needs Planning

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APT: Beyond the Classroom

Dr. Alison Pattison

2 episodes

5 days ago

Hosted by Dr. Alison Pattison, Founder of Arizona Provider Training, Beyond the Classroom supports individuals living with developmental disabilities, their families, and the professionals who assist them. Join us for expert interviews, personal stories, and community resources on advocacy, education, mental health, and inclusive living. Whether you're a parent, educator, or advocate, this podcast offers valuable insights to inspire a more inclusive world.

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Essential Tips for Special Needs Planning | EP 1

APT: Beyond the Classroom

28 minutes 22 seconds

1 year ago

Essential Tips for Special Needs Planning | EP 1

Welcome to our very first episode of the "APT: Beyond the Classroom" podcast! 🎉 Hosted by Alison Pattison, founder and CEO of Arizona Provider Training, this episode features Nathan Buckles from Meridian Special Needs Planning, who shares invaluable insights on special needs planning. 📧 Sign up for our newsletter at https://ap.training/ to stay informed about upcoming training sessions or register for your next course! In this episode, we cover: 🌟 Introduction to Special Needs Planning: Learn what special needs planning entails and how it can secure a better future for your loved ones. 📜 Legal Essentials: Discover the importance of setting up the right legal documents, such as wills, family trusts, and special needs trusts, to protect your child’s benefits and rights. 💸 Financial Guidance: Understand the key steps in financial planning, including funding a trust and preparing for long-term needs. 🏛️ Navigating Government Benefits: Get a breakdown of the various government benefits available and how to ensure your loved one receives all eligible support. 🧭 Workshops and Continuing Education: Find out about our free monthly workshops that offer practical guidance and Continuing Education Units (CEUs).

How This Podcast Will Help You:

Empower Your Decisions: Gain the knowledge needed to advocate for your loved ones.
Plan for the Future: Learn how to secure your child's future with the right legal and financial strategies.
Maximize Benefits: Understand how to navigate and maximize government benefits effectively.
Reduce Stress: Get peace of mind by having a plan in place and knowing what steps to take.

👉 Sign up for provider training at https://ap.training/

👉 More info on Meridian Special Needs Planning at https://meridiansnp.com/