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
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Consolidated Planning Group
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Podcast website
Latest episode
Apr 14, 2026
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Episodes
Who Is Mary Jane Williams and Family to Family Network? 05.03.2024 24:15
Enjoy this conversation with Allison Schaberg and Mary Jane Williams as we learn about Family to Family Network!
A Conversation With Steve Friedman with Beyond Down Syndrome 05.03.2024 32:28
Enjoy this conversation with Steve Friedman, father, author, and advocate for the Down Syndrome community. His latest award-winning book, "The Essential Guide for Families with Down Syndrome: Plans and Actions for Independence at Every Stage of Life" offers stories, options, and resources for your loved one with Down Syndrome. Steve, along with his wife Jennifer and daughter Gwendolyn, love sharin...
Who Is Dr. Temple Grandin? 05.03.2024 33:13
Enjoy this conversation with Dr. Temple Grandin. You will find valuable insight and hope if you love someone with autism! Grandin is one of the first autistic people to document the insights she gained from her personal experience of autism. She is a faculty member with Animal Sciences in the College of Agricultural Sciences at Colorado State University. In 2010, Time 100, an annual list of the 10...
A Conversation with Family Care Planner Annalee Kruger from Care Right, Inc. 05.03.2024 18:18
Join us as we discover the benefits of working with Annalee Kruger from Care Right, Inc. Family Care Planner Annalee Kruger helps families develop a "Family Care Plan" which is essential to proper estate planning.
A Conversation with Karen Mayer Cunningham - Special Education Boss 05.03.2024 27:55
Enjoy this conversation with a trusted professional and our friend, Karen Mayer Cunningham. Karen wears many hats: Founder and CEO of Special Education Academy, the Special Education Boss, Advocate, Professional Speaker, Coach, and Global Life Changer. Karen has been advocating on behalf of children for over 25 years. She is passionate about training, educating, and empowering everyone that sits a...
A Conversation with Roni Jo Frazier from Bloom Consulting 05.03.2024 15:48
Enjoy this conversation with Roni Jo Frazier from Bloom Consulting. Roni Jo is the Vice President of Programs with Bloom Consulting. A little bit more about Bloom Consulting: Based in Cedar Park, Texas, we are a full-service vocational rehabilitation firm that utilizes age-appropriate, peer-reviewed methodology to evaluate, plan, and facilitate the most meaningfully independent life possible for a...
Strategies for Helping Children with ADHD Regulate their Emotions with Dr. Melissa Tabin 21.09.2023 1:04:00
Do you wonder how to help your child calm down? Did you know you can help your child understand how their thinking is impacting their mood? There is a process to help your child restructure their thinking and help them understand what's going on and how to feel better! Join our webinar to hear from Dr. Melissa Tabin, who will share general strategies, suggestions, and examples of methods that help...
Recreational Activities for Individuals with Disabilities - A Panel Webinar 20.09.2023 1:09:02
Recreation is about activities and experiences which produce feelings of enjoyment and satisfaction. They give all of us opportunities to express creativity, achieve and master new skills, and find overall joy in life! Recreation can be significant for people with a disability, offering opportunities to practice social skills, improve physical aptitude, and increase motivation. These activities ca...
Ending Social Isolation for People with IDD 25.07.2023 42:14
Friendship is the antidote to loneliness! Let Best Buddies help your family! Best Buddies is the world’s largest organization dedicated to ending the social, physical, and economic isolation of the 200 million people with intellectual and developmental disabilities (IDD). In this discussion, you will learn how Best Buddies empowers the special abilities of people with IDD by helping them form mean...
What You Need to Know About Medicare and Other Programs for People with Disabilities 19.07.2023 1:05:54
Medicare is not just a program for people aged 65 and older. It also covers the millions of Americans living with a disability. This webinar offers an important presentation by Angela Cain, Outreach Specialist with The Centers for Medicare and Medicaid Services. Angela will share information regarding Medicare, Medicaid, and Marketplace health insurance policies.
Should I Open an ABLE Account? 26.06.2023 51:30
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 individuals and families should consider contributing to an ABLE account. ABLE accounts offer tax-advantaged savings that can fund disability expenses. Join us as we explain how to successfully plan for your future.
What is a Letter of Intent? Why Do I Need One? 22.06.2023 32:19
There are many decisions to be made as you prepare for the future of your special needs family member. No one else knows your child as well as you do. But what can you do to maintain your level of care after you're gone? A Letter of Intent is the answer! Join us as we explain how to successfully plan for your future. Attendees will receive a fillable and printable Letter of Intent for their own us...
Top 5 Legal Documents Needed for Special Needs Planning 21.06.2023 1:00:35
During this webinar we will be joined by Christina Lesher, a Special Needs Attorney, to learn the top five Special Needs Documents needed to prepare properly for the future of your family. - Will or Revocable Trust (or both) - 3rd party Supplemental Needs Trust - 1st party Supplemental Needs Trust - Documents for incapacity - Beneficiary designation updates Join us as we explain how to successfull...
Wills, Trusts & Guardianships With Attorney Heidi Angel 21.06.2023 1:03:52
It is vitally important to provide the necessary support for your child without accidentally setting up unwanted limitations or exclusions. Your special needs attorney can help you properly plan for the future of your child with special needs. Join this webinar to learn how to navigate the complex road toward an optimal will, trust, and guardianship for your family. Attorney Heidi Angel will help...
BEYOND DOWN SYNDROME 21.06.2023 1:02:35
If you are a parent of a child with Down syndrome or other intellectual disabilities, you won't want to miss this webinar! Father to Gwendolyn, advocate, and award-winning author Steve Friedman is our presenter. He will speak from the heart about his family's experiences and share his advice about preparing for your future. He will touch on the pillars to independence - continuing education, work,...
Special Needs Planning - Medicaid Waivers, SSI Eligibility, and Preserving Benefits 20.06.2023 55:57
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.
Future Planning - A Family Approach 20.06.2023 56:46
Every parent of a person with a disability asks: “What will happen to my child when I am gone?” Siblings worry about the future and the roles they will play. Join us as Emily Holl, Director of the Sibling Support Project, helps us understand the importance of thinking deeply about the needs and concerns of the sibling of an individual with a disability. This webinar will focus on the importance an...
Transition Tips for Launching Your Special Needs Teen into Adulthood 20.06.2023 1:03:02
As children with special needs transition to the teen and young adult years, their needs change significantly. You can prepare your child and yourselves for a successful transition to independence. Allison Schaberg, Special Needs Financial Planner, will help you understand the key steps you can take to make the transition as smooth as possible.
Let’s Learn About Texas Workforce Solutions Vocational Rehabilitation Services 19.06.2023 54:33
Do you have a young adult ready to enter the workforce? Do you know about Texas Workforce Commission (TWC) which helps people with disabilities obtain and maintain employment consistent with their strengths, interests, abilities, and aptitudes? Join our webinar to learn about one of the many programs and services they offer, including answers to many questions such as:
Special Needs Planning - Key Steps to Transition Success 19.06.2023 48:10
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...
Preparing for Employment for Young People with a Disability 16.06.2023 1:02:01
If you have a child with a disability interested in employment, you won't want to miss this webinar. Join us as Jacqueline Carter, Student HireAbility Navigator, shares her wisdom and experience with us. During this Podcast you will learn about Workforce Solutions and their pre-employment transition services.
Let’s Learn About Texas Workforce Solutions Vocational Rehabilitation Services 16.06.2023 54:37
Do you have a young adult ready to enter the workforce? Do you know about Texas Workforce Commission (TWC) which helps people with disabilities obtain and maintain employment consistent with their strengths, interests, abilities, and aptitudes? Join our webinar to learn about one of the many programs and services they offer, including answers to many questions such as:
Are You Ready For A Crisis? 27.04.2023 1:01:26
Making Sure You're Prepared in the Planning Process for Individuals with a Disability and Aging Family MembersWe all think we have more time to plan for our aging loved ones or ourselves! You never know when someone may have a stroke, a fall, or a sudden illness. Often, adult kids get thrust into the role of family caregiver without ever having had a family meeting to discuss the "what and when" c...
Independence is a Process 26.04.2023 1:01:16
It's never too early (or late!) to start preparing your child with autism, ADHD, or similar disability for transitioning to adulthood. Join this webinar to hear from Behavior Analyst Brandi Timmons as she talks about common barriers to independence and strategies to alleviate those barriers.
Accessing and Utilizing Special Education Resources 20.04.2023 57:41
Do you wish you had a bank of resources to start or continue the 504/IEP process? Karen Mayer Cunningham, Special Education Boss, will share her best with us in this upcoming training for all who sit at the 504/IEP Table.
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