This workshop provides the core information needed to

assist a beneficiary in financial planning and benefits management.

Rated the BEST WORKSHOP on BENEFITS - by all previous audiences

Benefits and Employment in 2018
Medicaid, Medicare, Social Security, and SSI
January 25, 2018
How to earn significant income AND protect medical benefits.

Vocational Rehabilitation Counselor, York, PA

“When you hear “all day training” you can usually count on either a) being bored to tears, or b) getting annoyed by a bunch of stupid rah rah stuff. Yesterday’s training was neither in my opinion. It was just non-stop cool stuff that was interesting and informative on its own merit – and you can’t get it anywhere else.”

(Unsolicited)

Important Points Covered:

How will the new medical criteria for Mental Disorders (mental illness, intellectual disability, autism) affect newapplicants and current beneficiaries? (Important)

How to manage benefits to avoidthe loss of medical benefits.

When can work incentives reduce the amount of income SSA counts?

Who are appropriate candidates for the Ticket to Work Program?

How much can a person earn?

Take a day to learn.

The day will make a difference for those you serve.

Presented by Michael Walling

Why is this workshop better than others?

1. Mike is a professional trainer with 25 years experience in presenting workshops focused on disability benefit programs and employment. He has presented over 2,700 workshops. since 1993 on this subject. He is among a few professionals who know and are able to teach this topic.

2. Receive clearly explained information on how income effects medical benefits and eligibility for SSDI and/or SSI !

3. Numerous examples are used to explain the work incentives and income exclusions!

4. Mike adapts the content of the workshop to the questions and needs of the audience.

5. Mike strives to meet the needs of each member of the audience. Numerous opportunities are available to ask questions.

6. At every workshop, his goal is to have an audience leave with useful information and the ability to use this information immediately to serve individuals with disability.

  1. What four events that must occur before a person can terminate from SSDI while working?
  1. How can a person earn $37,567 and maintaineligibility for SSI and

Medicaid?

  1. How can someone earn more than $1,180 per month and still receive SSDI and Medicare?

4. Does a beneficiary’s financial plan incorporate how wage and other income impact the payment(s) from Social Security?

The Presenter:

Michael Walling, M.Ed., is the author of publications, and webinars on SSA benefits. He is highly regarded for his ability to explain this subject in “plain English” to family members and human service professionals supporting individuals with disabilities.

Michael currently consults with a variety of states and organizations on benefit counseling services, employment services, medical benefits, and related matters. He travels throughout the country to provide workshops to organizations and state agencies.

Many people return annually for updates, because he can take a dry subject and make it interesting. He integrates his prior experience as a special education teacher, a director of a large vocational program, and his daily assistance to individuals and families into the examples provided.

Content of the Presentation:

$How benefit programs are organized (you do not pick which benefit you receive)

SSI

$How earned income affects SSI and Medicaid.

$How can someone earn $37,567 per year and still qualify for SSI and Medicaid

$How work incentives can reduce how much income Social Security counts.

$ Student Earned Income Exclusion

$ Impairment-Related Work Expenses

$ Plan to Achieve Self Support

$ Blind Work Expenses

$Expedited Reinstatement of Benefits after Termination.

SSDI, CDB

$How wage affects Title II - SSDI, Childhood Disability Benefits (CDB), and Medicare

$Explanation of the Trial Work Period, Extended Period of Eligibility, Cessation Month, and Benefit Termination Month.

$How work incentives can reduce how much income Social Security counts.

$ Impairment-Related Work Expenses

$ Subsidy and Special Work Conditions

Income reporting requirements

Much more ....

This workshop is appropriate for family members and human service professionals.

Benefits and Employment in 2018

Medicaid, Medicare, Social Security, and SSI

January 25, 2018

Email or fax this registration form to reserve your seat. Seating is limited.

RSVP to Dorinda Westmoreland:

r fax 610-344-5997

Name: / Workshop date:
(January 25, 20178)
Agency: / Title:
Address:
Phone: / E-Mail: