SOCIAL SECURITY
Planning with SSI & SSDI: Big Questions Families Face
Special Guest: Amanda Whitcombe, Senior Disability Representative, Heatherly Disability Services.
Navigating Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) can be a daunting and overwhelming task. Especially when your loved one experiencing disability faces unique challenges in applying for benefits, and maintaining them due to their employment status, living situation, and disabling condition.
Many families face important questions in preparation for applying for these benefits, but the questions don't stop there. Your loved one has been approved, but now you must turn your sights on the many variables that threaten their ongoing eligibility.
Special Guest, Amanda Whitcombe, of Heatherly Disability Representatives, joined us as we discussed some of the most common questions and scenarios families face when navigating Social Security benefits planning.
Topics Discussed:
Proper preparation when applying for SSI and SSDI
How to increase likelihood your child will be approved for Social Security
SSI versus SSDI Summary
Better understanding the impact of income and Social Security benefits
How to stay compliant as a representative payee
Rent and in-kind support and maintenance
How to properly handle Social Security audits
And more!
2022 Social Security Update and Reminders
Big news! In 2022, there will be nearly 70 million Social Security recipients and big changes in the Social Security system including the largest cost of living adjustment in benefits since 1982! Every year in October, the social security administration announces its annual changes for the upcoming year. In this webinar we discuss the most impactful changes and how they affect your child's special needs plan. We also talked important reminders/deadlines to mark on the calendar!
Discussion Topics:
· Important SSI Changes for 2022
· Supplemental Security Income (SSI) Restoration Act of 2021 legislative update
· SSDI benefit increase and update
· Understanding Substantial Gainful Activity and the 2022 changes to know
· Balancing wages from employment and benefits eligibility in 2022
· How does rising inflation impact Social Security eligibility and benefits?
· Filing reminders for parents considering retirement and Disabled Adult Child (DAC) benefits
· And more!
The Hottest Topics In The Disability Community Webinar: Q&A With Larry Deal, Executive Director, Independence Northwest
We were joined by special guest Larry Deal, executive director of Independence Northwest. Independence NW is a local brokerage that services individuals with intellectual and developmental disabilities over age 18. Independence NW provides case management, resource and referral, advocacy, daily living supports, skills training, supported employment, home modification, and much more!
Larry has a wealth of knowledge with over 20 years of experience providing services to the developmental disability community. Brokerage services are a vital piece to a support plan for an adult experiencing disability. With a lot of changes in the disability community over the past 2 years including funding (stimulus bills, etc.), services, supports, programs, employment, and housing, this is a must see Q&A session!
Webinar Q&A Discussion Topics:
Impact of COVID on the disability community
Tips and Tricks on finding a PSW during a pandemic
How to best leverage your personal agent or service coordinator as a resource
Brokerage versus County DD services
What’s the difference, how do I choose?
Trends in the disability community-- What does the future look like?
Important legislative updates
Biggest housing shortage in 2 decades? How to plan now.
And more!
Social Security Disability Insurance: What Everyone Must Know
Now that you're a Social Security Income (SSI) pro, let's turn the magnifying glass to another often misunderstood, but equally powerful social security benefit that is crucial to your family's special needs financial plan.
Social Security Disability Insurance (SSDI) pays an important benefit to your loved one experiencing disability given that you have worked and paid into social security long enough. For as much as SSI and SSDI have in common, they have equally as many differences when it comes to application process, eligibility requirements, impact of employment on benefits, and reporting requirements.
We examined the key fundamentals of SSDI and how to best maintain and utilize this benefit as a component of your loved one's overall life care plan.
Discussion Topics:
SSDI eligibility criteria - financial and disability requirements
Social Security work incentive programs
Earning Social Security work credits-- how does it work?
What is Substantial Gainful Activity (SGA) and why it is EXTREMELY important
How does a parents Social Security benefit impact a disabled child benefit?
Medicare eligibility & benefits
SSDI reporting requirements
Representative payee: Roles, responsibilities, duties
How does employment and income impact and affect SSDI benefits
Handling Social Security denials
Mastering the Fundamentals of SSI Benefits
Social Security benefits (SSI) can be a confusing and overwhelming part of your loved one's special needs life care plan. But don't be discouraged! Understanding the ins and outs of the application process, eligibility requirements, and the impact of employment on these benefits can turn this obstacle into a powerful tool.
We uncovered the most important need-to-knows we've encountered while helping thousands of families master SSI benefits in the process of building a successful special needs financial plan that spans a lifetime.
Discussion topics:
SSI Restoration Act of 2021 Legislation
SSI eligibility criteria - financial and disability requirements
Process when applying for benefits
Managing room & board (rent) payments from an SSI check
SSI reporting requirements
Representative payee: Roles, responsibilities, duties
How does employment and income impact and affect SSI benefits?
Tips and tricks when working with Social Security
Navigating Government Benefits for Employed Individuals
Balancing needs-based benefits eligibility and employment is tricky... with so many factors to be mindful of, it's important to understand the basics and establish a solid foundation.
Understanding the ins and outs of SSI/SSDI, Medicare, and Medicaid eligibility criteria, reporting, incentives, and supports is an excellent place to start!
We walked through some of the most important components that can help you and your loved one navigate this balancing act with greater success!
Webinar Agenda:
Understanding the importance of needs-based benefits
SSI & SSDI Income and Asset Limits
SSDI: Substantial Gainful Activity (SGA) & 9 month trail work period
SSI: Impairment Related Work Expenses (IRWE) & the Redbook
Social Security reporting responsibilities & wage reporting app
SSI & SSDI work incentives & employment supports
Medicaid & Medicare income & asset eligibility criteria
Employed Persons with Disabilities (EPD) Medicaid basics
Using ABLE accounts to save and maintain eligibility
The role of Vocational Rehabilitation
And more!
What You Need To Know About The Biden Administration's Disability Plan!
Policy changes affect the special needs community in a uniquely challenging way, and with so many possible changes hinging on one of the most contentious elections to date, we want to prepare families for projected outcomes that could have major ramifications on their planning. Our goal is for you to have the most up to date and relevant information when planning for your special needs loved one's care so you can feel secure and confident in their future.
• Additional Coronavirus Stimulus and Relief
• Possible Affordable Care Act Changes
• How does ACA Affect Medicaid funded Benefits like PSW Hours, DD Services
• Possible Changes to Social Security Benefits
• Projected Tax Changes Affecting Special Needs Planning
• Education Plan and Funding Updates and Changes
• Disability Related Employment Support & Opportunity Changes
Secrets to Sleeping Better at Night: Understanding SSI & SSDI!
Social Security is an important component to a successful life care plan. It is as equally confusing as it is important! Join us to learn more about the important aspects of both Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) to feel confident and educated as you plan for your loved ones future.
Discussion Topics Include:
How unemployment and stimulus checks affect benefits.
SSI and SSDI eligibility criteria.
Compare and contrast the differences of each benefit.
How does employment and income impact and affect Social Security benefits?
Representative Payee-- Roles, responsibilities, duties.
SSDI-- Where does this come from? Parents? Individual?
Social Security Planning with special needs trust and ABLE accounts.
The Future of Social Security Benefits.
SSI vs SSDI
Social Security is an important component to a successful life care plan. It is as equally confusing as it is important! Join us to learn more about the important aspects of both Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) to feel confident and educated as you plan for your loved one’s future.
Discussion Topics Include:
SSI and SSDI eligibility criteria.
Compare and contrast the differences of each benefit.
How does employment and income impact and affect Social Security benefits?
Representative Payee-- Roles, responsibilities, duties.
SSDI-- Where does this come from? Parents? Individual? We'll discuss!
Social Security Planning with special needs trust and ABLE accounts.
The Future of Social Security Benefits.