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SPECIAL NEEDS PLANNING (SNP) CONFERENCE & RESOURCE FAIR 2025
In an effort to help parents and caregivers enter 2026 with clarity, confidence, and a concrete plan, the Special Needs Planning Conference was created as a comprehensive two-day event focused on education, empowerment, and connection. Whether you're navigating early intervention, preparing for IEP meetings, applying for Medicaid waivers, or planning for adulthood, this conference will equip you with the tools, resources, and support networks you need to start the new year strong. Our goal is to ensure every family feels informed, supported, and ready to take the next steps in their child’s journey.
Agenda Day 1 : Special Needs Planning Conference (Virtual)
Date: September 19, 2025
Time: 11:00 AM – 2:00 PM EST
Location: Virtual (Zoom/Webinar)
Speaker Session Highlights
11:00 AM – Special Needs Financial Planning With Kristin Carleton & Mary McDirmid
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The foundation of a long-term financial strategy
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Budgeting for current and future needs
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Funding special needs trusts and planning around government benefit thresholds
12:00 PM – Social Security Benefits & ABLE Accounts With Ron Konkol & Kristin Carleton
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Navigating SSI and SSDI eligibility and application
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Maximizing benefits while maintaining access to Medicai
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Overview of ABLE accounts and how they complement trusts
1:00 PM – Special Needs Estate Planning With Penelope Gaffney
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Guardianship vs. supported decision-making
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Wills, special needs trusts, and letters of intent
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Avoiding common pitfalls in estate planning for families with disabled dependents
Nonprofit Highlights – “Voices from the Community”
During intermissions, several nonprofit leaders will share quick overviews of their missions and programs.
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