2021 Virtual Education Series

by | Feb 17, 2021 | Uncategorized

 

APRIL 13, APRIL 20, and APRIL 27, 2021

Athletes, guardians, and others are encouraged to be a part of Special Olympics Indiana’s 2021 Virtual Education Series, offered by Financial Adviser & Special Care Planner Gordon Homes. This three-part series will be hosted via Zoom on Tuesdays in April and will cover a variety of topics of interest to individuals with intellectual disabilities and their families, including:  Government Programs & Benefits, ABLE Accounts & Guardianship, and Special Needs Trusts.

There is no cost to participate but registration for each of the three sessions is required using the links below.

Session 1: Government Programs & Benefits

Tuesday, April 13 | 6:30 p.m. – 8:00 p.m. ET

In this session, Mr. Homes will provide an overview of various government programs and benefits that may be useful to those with intellectual disabilities and their families, including: Medicaid, Medicare, Waivers, SSI and SSDI, Adult Child Benefits, and juggling Social Security and employment.

Session 2: ABLE Accounts & Guardianship

Tuesday, April 20 | 6:30 p.m. – 8:00 p.m. ET

In this session, Mr. Homes will discuss advantages and disadvantages of ABLE (Achieving a Better Life Experience) Accounts, as well as pros and cons of guardianship and its alternatives.

Session 3: Special Needs Trusts

Tuesday, April 27 | 6:30 p.m. – 8:00 p.m. ET

In this session, Mr. Homes will unpack the various types of Special Needs Trusts, examining First vs. Third Party Trusts, Pooled Trusts, and Miller Trusts. Special Needs Trusts are not created equal — get the information you need to avoid costly mistakes.

ABOUT OUR PRESENTER

Gordon Homes is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning.

Prior to joining WestPoint Financial Group, Gordon spent 35 years with MetLife as a Financial Planner, emphasizing his work as a Special Care Planner.

He says, “My passion to serve is born out of my personal journey as a parent of a child with special needs. As a Special Care Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning issues, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He is also active in local communities as a member of over 20 support networks in Indiana and Kentucky.

He is also member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), Lifetime member of Million Dollar Round Table (MDRT), and Financial Planning Association (FPA), where he served as President.