Financial Planning for Individuals with Disabilities
Schedule
Wed Jan 21 2026 at 06:00 pm to 07:30 pm
UTC-05:00Location
3308 State St , Erie, PA, United States, Pennsylvania 16508 | Erie, PA
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Hosted by: Michael Parsons, ChSNC®, LPL FinancialThe Autism Society is pleased to invite you to an informative and family-focused presentation on navigating the financial planning landscape for individuals with autism and other disabilities. This session is designed to help parents, caregivers, and self-advocates understand the tools available to protect benefits, build long-term security, and plan confidently for the future.
Topics We Will Cover:
• ABLE Accounts Learn how ABLE accounts work, who qualifies, contribution limits, and how they can be used to save money without jeopardizing government benefits.
• Government Benefits (SSI & SSDI) Understand the differences between SSI and SSDI, eligibility rules, income/resource limits, and strategies to coordinate these benefits with other financial planning tools.
• Special Needs Trusts Explore how Special Needs Trusts work, when they’re appropriate, the difference between first-party, third-party trusts and pooled trusts, and how they protect benefits while providing supplemental support.
Who Should Attend: Parents, guardians, caregivers, individuals with disabilities, and anyone looking to better understand long-term financial planning within the disability community.
Location: HYBRID
In-person: Autism Society NWPA 3308 State Street Erie PA 16508
Virtual: Teams link will be provided 24 hours before the session
Why Attend? This session will break down complex rules into clear, actionable guidance—empowering families to make informed decisions and build a secure future.
We hope you can join us for this important and practical conversation!
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Where is it happening?
3308 State St , Erie, PA, United States, Pennsylvania 16508Event Location & Nearby Stays:
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