Consolidated Planning Group

Special Needs Planning with Consolidated Planning Group

Do you have a Loved one with special needs? Tune in for expert advice on future care and planning for all families, including special needs. We are domiciled in Texas and serve all families across the United States. #SpecialNeedsplanning #FamilySupport #Podcast #FuturePlanning #FinancialAdvice” Schedule a FREE Zoom Consult here ! Email: Contact@cpgcares.net P: 281-690-6006

Author

Consolidated Planning Group

Category

Education

Latest episode

Apr 14, 2026

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Episodes

Special Needs Planning - Medicaid Waivers, SSI Eligibility, and Preserving Benefits 15.01.2025

There are many decisions to be made as you prepare for the future of your special needs family member. Living with a disability is often associated with significant costs. That’s why families should understand Medicaid Waivers (specifically the Texas IDD Service System), SSI eligibility, and the importance of preserving benefits. Join us as we explain how to successfully plan for your future.

Special Needs Planning - Key Steps to Transition Success 15.11.2024

As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your family member with special needs. Considerations such as transitioning, future care options, and preservation of benefit eligibility are a few items that require intentional evaluation. These are especially important if you have a child who may need care for the rest of their...

Government Benefits 101 15.11.2024

In this session, we will review SSI & Medicaid, SSDI & Medicare, and Childhood Disability Benefits. We will review when and how to apply, how to be prepared for your appointment, and how to maintain eligibility going forward. You will learn how to maximize benefits for your family. Many of our children with disabilities do not qualify for SSI & Medicaid as minors. The landscape changes...

What Do I Need To Know About The HCS Waiver? A Panel Webinar 15.11.2024

HCS (Home and Community Services) is a Medicaid waiver program that supplies services and support to Texans with an intellectual disability (ID) or a related condition so that they can live in the community. If you have received the HCS waiver, you may have many questions. When you are contacted by LIDDA, you may still be confused. If so, this webinar is for you! There are three types of locations...

The Challenges of ADD/ADHD and Mental Illness - How To Access Help In Your Community 15.11.2024

As a parent of a child with ADD/ADHD, you know there are often other associated conditions related to a mental illness. Major depression, PTSD, anorexia nervosa, and suicide attempts are all linked to ADHD. It is important to know what supports, services, and treatment options are available to your family. Our speaker is NAMI Greater Houston Executive Director Angelina Hudson. NAMI, the National A...

Special Olympics Texas: Opportunities For Your Child and Next Steps! 14.11.2024

Join this webinar to hear from Kelsey George, Director of School Community Partnership Integration with Special Olympics Texas. Also, enjoy hearing from Special Olympics Texas athlete Shelby Day and parents Kari and Steve. In this webinar you will learn about Special Olympics Texas sports, joining a team, developing skills, and creating friendships. You will hear directly from an athlete and famil...

Let’s Learn About Texas Workforce Solutions Vocational Rehabilitation Services 27.10.2024

Do you have a young adult who would like to prepare for a career and learn to become independent? Were you aware that Texas Workforce, through the Vocational Rehabilitation Division, provides Transition Services for students ages 14-22 by focusing on providing Pre-Employment Transition Services such as career exploration and self-advocacy to name a few. Join our webinar to learn more about Vocatio...

The Resistant Pre-Teen And Teen Learner: How To Launch Successfully! 26.10.2024

Is your child struggling with academics? Hating school? Unfocused? Unmotivated? Battling homework? Are you concerned about how your high schooler will develop adulting skills and be successful after high school? All students want to learn and be successful! But many times parents are using the wrong strategies to motivate the struggling and resistant student in their home. You are using the wrong...

Special Education - What Is It Anyway? 25.10.2024

Join this webinar with Shana Halvorsen from EmpowerED. Shana is a special education advocate for families and a council member for the Texas Council for Developmental Disabilities. Additionally she is an executive function coach, former attorney, certified high school teacher, and a neurodiverse Mom of a student with disabilities. If you are new to special education, wondering about your rights, o...

Guardianship and Alternatives with Special Needs Attorney Alison Packard 24.10.2024

Once a child with special needs becomes a legal adult, how does a parent continue to protect and make decisions for that child? During this webinar we will be joined by Special Needs Attorney Alison Packard to discuss the guardianship option as well as alternatives to the guardianship such as powers of attorney, supported decision-making agreements, special needs trusts, and representative payees....

Let's Learn About Special Needs Planning! 03.10.2024

Enjoy this recording as Allison Schaberg, owner of Consolidated Planning Group, helps special needs families understand how to plan for the future. Consolidated Planning Group is a holistic, independent financial planning firm that provides advice, analysis, education, and financial planning services for families with special needs loved ones.

Government Benefits 101 03.10.2024

In this session, we will review SSI & Medicaid, SSDI & Medicare, and Childhood Disability Benefits. We will review when and how to apply, how to be prepared for your appointment, and how to maintain eligibility going forward. You will learn how to maximize benefits for your family. Many of our children with disabilities do not qualify for SSI & Medicaid as minors. The landscape changes...

Special Needs Planning - Medicaid Waivers, SSI Eligibility, and Preserving Benefits 02.10.2024

There are many decisions to be made as you prepare for the future of your special needs family member. Living with a disability is often associated with significant costs. That’s why families should understand Medicaid Waivers (specifically the Texas IDD Service System), SSI eligibility, and the importance of preserving benefits. Join us as we explain how to successfully plan for your future.

Your Vision For The Future Drives The IEP - The Art of Parent Input 02.10.2024

One way to ensure the IEP is preparing your child for the future is to focus on the Vision/Parent Input Statement. What is the Vision/Parent Input Statement? It is a visual picture that describes your child now and in the future. During this webinar, Shemica Allen from Personalized Learning Solutions will share the importance of a parent's input and how to impact the child’s IEP. Participants will...

Special Needs Planning - Key Steps to Transition Success 02.10.2024

As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your family member with special needs. Considerations such as transitioning, future care options, and preservation of benefit eligibility are a few items that require intentional evaluation. These are especially important if you have a child who may need care for the rest of their...

Special Needs Planning - Key Steps to Transition Success 19.09.2024

As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your family member with special needs. Considerations such as transitioning, future care options, and preservation of benefit eligibility are a few items that require intentional evaluation. These are especially important if you have a child who may need care for the rest of their...

The Transition to Adulthood in Autism - Let's Learn About the "Launching to Adulthood Programs" 18.09.2024

Are you worried that your neurodiverse teen may not function well as an adult? Join this webinar with Ana Esparza and Dr. Antonio Pagan from the University of Texas Health Science Center's Launching! to Adulthood Programs. Whether you're seeking information about improving skills related to social, employment, and educational areas of life, or simply trying to understand the part you as a parent c...

Special Needs Dentistry: Enjoy Your Next Dental Visit In Your Own Home! 18.09.2024

If you want to check your child's dental visit off your "to do" list, this webinar is for you! Summer is a great time for a dental visit and we have a solution for a special needs dentist! Enable Dental brings the dentist to you! Join Enable Dental's Community Relations Manager, Melissa Elizabeth Dolan, as she explains the "ins and outs" of in-home dental care! As a special needs mom herself, Meli...

What is the HCS Waiver? How Do I Qualify? How Do I Get on the List? 12.09.2024

HCS is a Medicaid waiver program that supplies services and supports to Texans with an intellectual disability (ID) or a related condition so that they can live in the community. Join us as Lynsy Meier with Sevita Health explains this waiver program!

Texas Elementary Schools To Support The Special Needs Student - A Panel Webinar 21.08.2024

Thinking of changing schools and joining a non-traditional school designed for students who have learning concerns and need additional support to meet their needs? Join our panel webinar and hear from several Texas elementary schools designed especially for a child with who learns differently.

Do You Know About "Adult Services?" A PANEL WEBINAR 16.08.2024

Individualized Skills and Socialization (ISS)/Day Programs are Adult Services that offer prevocational services, self-help, and social integration programs for special needs adults. If you are seeking a program for your loved one, join our webinar! Our panel will share their programs that provide activities, social involvement, academic and job skill education, and exercise opportunities. Each of...

You Can Change Your Child's Future By Changing Their Brain! 08.08.2024

If you are worried about your child's behavior, learning, and development, don't miss this webinar! Join Neuro-Educational Consultant Faith Haley as she offers a solution! She will explain that when we look beyond the problems and help treat the underlying causes of learning and/or behavioral difficulties, then life can be different. It's not about how smart they are, it’s about the issues they ar...

Trust Companies vs. Individual Trustees: Which Is Best for My Family? 07.08.2024

A Special Needs Trust is a game-changer for families with special needs. But is it possible to bring a third party to the table rather than relying on a family member to act as administrator? Join this webinar with Special Needs Attorney Alison Packard to learn how a corporation can manage your special needs trust. During this webinar, we will learn: · What are the pros and cons of hiring a corpor...

Have A Home And Community Based Services Waiver (HCS Slot)? Let's Learn The Details! 21.07.2024

A Medicaid Home and Community-Based Services (HCS) waiver helps people with disabilities live and work in their community. This waiver can cover things almost NEVER covered by private insurance, like an attendant that helps someone get out of bed and get dressed, support to help someone get or keep a job, or specialized interventions to help with someone's behaviors in particular situations. Plus,...

Government Benefits 101 20.07.2024

In this session, we will review SSI & Medicaid, SSDI & Medicare, and Childhood Disability Benefits. We will review when and how to apply, how to be prepared for your appointment, and how to maintain eligibility going forward. You will learn how to maximize benefits for your family. Many of our children with disabilities do not qualify for SSI & Medicaid as minors. The landscape changes...

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