10/02/2026
Come and bond with us! We want to share information to help you!!! Winning!
SAVE THE DATE!
Special Needs Financial & Legal Planning Workshop
Monday, November 16, 2026
6:00–7:30 p.m.
đź“Ť Friedens UCC
8300 S. Meridian St.
Indianapolis, IN 46217
PLAN TODAY. PROTECT TOMORROW.
Join us for an informative evening designed specifically for families of children and adults with disabilities.
Hear from professionals who specialize in helping families navigate the legal, financial, and government-benefit issues that can impact the long-term care, protection, and financial security of a loved one with a disability.
FEATURED PRESENTER
Elizabeth Homes
The Law Office of Elizabeth A. Homes LLC
Elizabeth Homes will discuss important legal planning tools for families, including:
Wills, Trusts & Guardianship
Learn why having the right legal documents in place is especially important for families who have a loved one with a disability.
Topics will include:
Wills – Understanding why every family should have an up-to-date will and how a will can help ensure your wishes are clearly documented.
Special Needs Trusts – Understanding how trusts can help provide financial resources for a person with a disability while helping protect eligibility for certain means-tested government benefits.
Guardianship – Understanding guardianship, when it may be appropriate, what responsibilities a guardian may have, and other considerations families should know as their child approaches adulthood.
Planning for the Future – How to begin preparing for the day when a parent or caregiver is no longer able to provide care.
Choosing the Right People – Important considerations when determining who should help make legal, financial, and care decisions for your loved one.
Coordinating Your Plan – How wills, trusts, guardianship, and financial planning can work together as part of a comprehensive plan.
The goal is to help families better understand their options and begin taking practical steps toward protecting their loved one's future.
ABLE ACCOUNTS Maximizing Independence & Financial Security
FEATURED PRESENTER
Gordon Homes
Westpoint Financial
Elizabeth Homes will discuss important legal planning tools for families, including:
ABLE accounts can be an important financial planning tool for qualified individuals with disabilities.
We'll discuss:
How ABLE accounts work
How funds can grow tax-free when used for qualified expenses
How ABLE accounts can work alongside needs-based government benefits
Additional contributions that may be available to individuals who work
The expanding range of qualified disability expenses
How ABLE accounts can complement a Special Needs Trust
How families can incorporate ABLE accounts into a broader financial planning strategy
WHY ATTEND?
Planning for the future can feel overwhelming—but you don't have to figure it out alone.
This evening is an opportunity to learn, ask questions, and better understand the legal and financial tools available to your family.
Whether your child is young, approaching adulthood, or already an adult, it's never too early-or too late-to begin planning.
SUPPER & CHILD CARE PROVIDED
Supper will be provided.
Please include any food allergies or dietary needs when registering.
Childcare will be provided for the first 10–15 children of parents who register please email Sarah at: [email protected]
Registration link: https://uyindy-link.publisherhero.us/events/financialandlegalplanning
Space may be limited, especially for child care, so early registration is encouraged.
This workshop is intended for educational purposes and does not replace individualized legal, financial, or benefits advice
