Understanding Social Security & SSI Benefits
Saturday, March 4, 2017 from 9:00 am – 12:00 Noon
SSI, SSDI, SSA, SGA…The alphabet soup of Social Security…
What does it all mean? Attend an in-depth seminar to gain an understanding of the Social Security system for people with disabilities. Find out, step-by-step, how to get and keep your SSI benefits without jeopardizing other income sources.
YOU WILL LEARN:
- Eligibility for benefits
- How to calculate benefits
- The link between state & federal benefits
- Understanding rules & regulations
- The Work Incentive Program
- Maintaining benefits while working
PASS, Plan for Achieving Self-Support
WALK AWAY WITH: An information packet that will guide you through the maze of Social Security and give you an understanding of where you fit in.
SPEAKER PROFILE: Get it straight from someone who knows! Dennis McRoberts worked for the Social Security Administration. His presentation will cover the application and approval process, and various work incentive programs available.
The SNTF thanks Dennis McRoberts for Speaking free of charge. Fee covers costs related to seminar.
Special Needs Trust Seminar
Saturday, March 11, 2017 from 9:30 am – 11:30 am
THE CURRENT DILEMMA:
- Parents with a child who has a disability often find themselves in a dilemma when planning for the future of this child.
- Individuals with special needs may have resources from an inheritance or settlement that may exclude them from receiving government support.
Special Needs Trusts were established to assist families and individuals with special needs establish a discretionary trust that allows them to supplement the child’s or individual’s monthly income from SSI with restricted funds with no adverse effects. This seminar will inform families and individuals of their options for estate planning.
WHAT YOU’LL LEARN:
- Planning for the future
- Court vs. non-court procedures
- Advantages of the Special Needs Trust and individual trust
- Options regarding trustee, including the Special Needs Trust Foundation
- Difference between a First-Party or Self-Settled Trust and a First-Party Trust
THE SPECIAL NEEDS TRUST FOUNDATION (SNTF) is a joint effort of Access to Independence, The Arc of San Diego, Community Catalysts, Community Options, Developmental Services Continuum, Home of Guiding Hands, NAMI San Diego, Partnerships With Industry, Sharp Healthcare Foundation, St. Madeleine Sophies Center, Stein Education Center of Vista Hill, United Cerebral Palsy Assoc. Of San Diego, and Unyeway.
SPEAKER PROFILES: Nancy Spector – Attorney, Certified Specialist in Estate Planning, Trust, and Probate Law; Specializing in Conservatorships, Special Needs Trusts
The SNTF thanks Nancy Spector for Speaking free of charge. Fee covers costs related to seminar.
Refreshments will be served
INFORMATION: SNTF (619) 201-2672
$8 per person*
$10 per family
*Seminar free of charge for people with disabilities.
LOCATION & DIRECTIONS:
The Arc of San Diego
9575 Aero Drive, San Diego, CA 92123
From North or South 1-15, exit at Aero Drive. Travel West on Aero Drive for approximately one mile. At the top of the hill make a U-turn at Ruffin Rd.—please note that this will be the second Ruffin Rd. you will cross. Travel back down Aero Drive. Arc North Shores Center will be on your right. Park in the lot or on the street.
Visit http://www.sntf-sd.org for more information