Financial Planning Series
Member and Family Forums on Financial Planning, featuring James Traylor.
Session One: Navigating and Maximizing Benefits
This session is complete. Click here for the key takeaways and read about the impact this Forum made on a fellow CCO member.
Recently, we had the opportunity to work with a mother and son who share a very close bond but don’t have much natural support in their lives. As the mother grows older, planning for the future has become increasingly important. One of our Regional Laisons, in collaboration with the Care Manager, reached out to the family to encourage them to engage more with services, including our Financial Planning series. Initially, the mother was hesitant, feeling the sessions might not apply to her situation.
However, a sudden medical emergency just before the series began brought the importance of planning into focus. Thankfully, she recovered and decided to attend the session. Afterward, she shared with our Regional Liaison how grateful she was for the program, noting how much she learned and how it opened her eyes to the importance of these discussions. She’s now committed to attending the remaining sessions, confident that they will help her and her son better prepare for the future.
This experience highlights why forums like these are so essential—not only for education but also for empowering families to plan for the unexpected. We’re excited to continue offering these sessions and making a meaningful difference in the lives of the people we support.
Register Now for Upcoming Sessions
Session Two: Documenting Your Plan
Online Thursday, February 13, 2025, from 5:30-6:50 p.m.
Understanding the role legal work plays is an important part of long-term planning. In this session, you will walk away with an overview of the basics on how to structure your wishes and create a plan for your loved one.
Session Three: Building the Team
Online Thursday, March 13, 2025, from 5:30-6:50 p.m.
Who will be there for your loved one in the future? Creating your team starts today. Learn the differences between guardians, health care proxies, rep payees, and trustees.
Questions? Contact Member Relations.
Translations Available
Real-time written translations in Spanish, simplified Chinese, traditional Chinese, and other languages will be provided.
Traducción escrita en tiempo real disponible en Español.
提供中文实时书面翻译。
提供中文實時書面翻譯。