Financial Wellness Webinar Series
This webinar series designed to enhance financial knowledge and empower individuals living with serious mental illness to achieve greater financial independence. Each session dives into key topics essential for personal and financial growth, providing practical insights and tools tailored to diverse needs.
Disclaimer:Â Webinar recordings are for informational purposes only and may contain outdated information. We encourage learners to verify resources and consult current guidelines to ensure accuracy and relevance.
Learn how to differentiate between wants and needs, track your income and expenses, and create a budget that works for you. Explore the importance of having a relationship with a financial institution. Understand how credit works, why it’s important, and how to manage it responsibly.
Empower people with disabilities to make their own decisions and direct their own lives and services, with the support of people they choose. Can be used in all facets of life including helping people with financial management. Learn about the benefits of SDM and self-determination and receive practical information and tips on how to create SDM teams and agreements.
This program was established to appoint someone to support beneficiaries who need help with managing their payment benefits. Learn who can be appointed and what records must be maintained to help safeguard benefit payments.
Learn about powers of attorney (POA) and guardianship, the difference between the two, and how to plan for incapacity in a way that minimizes the burden and expense on your family. Understand public benefits programs that may help pay for long-term care, and how to protect assets while still becoming eligible for those programs.
An ABLE account is a savings or investment option for people with disabilities who qualify. Can help people save money without affecting most federally funded benefits and the growth in ABLE accounts are tax-free. Learn all things ABLE and learn how adding an ABLE account to your financial toolkit can help you achieve increased independence and financial stability.
Learn about the SSA Ticket to Work program and how Employment Networks help SSA beneficiaries become more self-sufficient through their return to work. Discuss Ticket to Work eligibility, services offered to beneficiaries and the how to get services through a member of the American Dream Employment Network.
Learn about SSA’s Plan to Achieve Self-Support (PASS) program and how PASS can help Supplemental Security Income (SSI) beneficiaries set aside money and resources related to their work goals. Designed to help people reach their work goal while still receiving the SSI benefits that they need. Learn the types of expenses to include in the plan, how a PASS can be set up, and will be given some real-life scenarios of how PASS helped beneficiaries attain their work goals.