Home
Financial Divorce Specialist™ Course merge with IDFA
Shop for Current Available Products
TELECLASS OFFERINGS
FDA Newsletter Archive
Financial Divorce Professional
Business Directory
About the Financial Divorce Association
Example Divorce Plan
Contact Us
Links
FAQs on Course Merge & Membership
 

 

 

 

 

 

 

 

Shop >> Teleclasses >> Recordings >> Financial Implications of Special Needs Children in Divorce PART I (FEB 2017)

Teleclass Recordings

Financial Implications of Special Needs Children in Divorce PART I (FEB 2017)
Teleclass with Deb Johnson and Melissa Edelman

MP3 Download
Add to Cart
Cost: $30.00
No shipping -
IMMEDIATE DELIVERY!

This TELECLASS RECORDING IS NOT CE CREDIT ELIGIBLE

Deb Johnson and Melissa Edelman will be discussing special needs and encompassing it's many financial considerations

  • SPECIAL NEEDS DEFINED
    • Understand what medical, emotional, and psychological conditions are included in the definition of "Special Needs". Gain sound understanding of the financial impact of working with Special Needs situations in divorce. Learn to develop a financial plan based on the all the additional expenses associated with a Special Needs family
  • STATISTICS AND DEMOGRAPHICS OF THOSE WITH SPECIAL NEEDS
    • Gain an understanding of the statistics and demographics of families with special needs facing divorce situations.
  • GOVERNMENT AND EDUCATIONAL BENEFITS FOR SPECIAL NEEDS FAMILIES
    • Gain an understanding of Governmental and Educational benefits
    • Learn the financial impact of these benefits on Medicaid eligibility and requirements IDEA (Individuals with Disabilities with Education Improvement) IEP/504 Plan (Individualized Education Plan) EI (Early Intervention) SSI (Social Security Income) Medicaid Interaction between child support and government benefits
    • Gain an understanding of developing a financial plan for Special Needs families considering all the additional costs and benefits
  • SPECIAL NEEDS; SPECIAL ISSUES
    • Become aware of the financial impact on costs involved with guardianship, estate planning, Special and Supplemental needs trusts
    • Life insurance needs
    • Costs associated with adapting a residence to accommodate the special needs durable medical equipment etc
  • GETTING TO WORK ON A DIVORCE FINANCIAL PLAN FOR SPECIAL NEEDS FAMILIES
    • Expand Intake Form to include funding needs
    • Gather accurate data to understand current needs vs. current funding
    • Future needs and how to fund
    • Determine what benefits (Government and Educational) are available to the family
    • Understand Estate Planning needs

  • Melissa Edelman


    Melissa has been successfully helping clients plan for their futures for over twenty years and in the financial services industry for over 25 year. She holds the Chartered Special Needs Consultant designation and works a great deal with parents of special needs children in their unique planning needs. With extensive practical knowledge and a holistic approach Melissa is able to help clients see their goals and find their "true north". Often advisors work in silos and hence coordination gaps commonly occur throughout the years. Through a discovery process and trying on various strategies she guides clients to educated decision making about long term previously "procrastinated" upon topics and unknown costly mistakes. Through working with other competent advisors, such as CPA's and attorneys, Melissa makes sure agreed upon strategies are finally implemented. Melissa opened her own practice in 1994 and began working directly with clients on their most heartfelt goals of financial independence, protecting their assets and income, tax reduction strategies, estate planning for future generations and converting business assets into income producing and lifestyle enabling entities. Over the years, her practice has evolved to also work extensively with a community near and dear to her heart - families with special needs children. Helping a vulnerable population embrace full potential and a family plan for eventualities and protection of their most precious members.

    Length: 56 minutes
    ID: TC022017B-E

     

 

Financial Divorce Association
7631 Shaffer Parkway, Suite A
Littleton, CO 80127
Phone: 303-774-1225
Toll Free: 888-332-3342
Fax: 720-881-2651
Email Us!

Privacy Policy