This session gives a practical understanding of benefits counseling — how certified counselors provide individual support to navigate SSI, SSDI, Medicare, Medicaid, and Pennsylvania assistance programs. Learn how certified counselors can serve as expert partners in protecting client eligibility and financial stability.

Topics include Social Security programs, work incentive phases, Pennsylvania programs, and upcoming Medicaid changes effective January 2027. Attendees will leave equipped to collaborate with benefits counselors to protect client benefits and support informed decision-making.

Presented by:

Jodie Esper, enTRUST Services