by Kevin Juliano | Sep 2, 2026 | 2026 Webinars, Past Events
Third-party supplemental needs trusts are a cornerstone of special needs planning, allowing families to provide financial support to a beneficiary with disabilities while preserving eligibility for means-tested public benefits such as Medicaid and Supplemental...
by Kevin Juliano | Sep 2, 2026 | 2026 Webinars, Past Events
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...
