For Families of Special Needs

Understanding SSI, Medicaid, waiver programs, and benefits changes can feel overwhelming — but you do not have to navigate it alone. 💙

Join us for a FREE Life Strategies 2-Hour Zoom Session where we’ll discuss important updates, answer questions, and help families better plan for the future.

📅 Thursday, May 28th
⏰ 6:00 PM – 8:00 PM Central
💻 Via Zoom

Topics include:
✔️ SSI & Medicaid updates
✔️ Social Security & Medicare changes
✔️ Waiver programs
✔️ Working while receiving SSI or SSDI
✔️ Long-term planning strategies
✔️ And more

Registration is required. Reserve your spot here:
https://forms.gle/4RU1XjK48PT2dgws6

Please feel free to share with families, caregivers, and professionals who may benefit. 💙

📣 You're Invited! Free Life Planning Consultation

If you missed our last Life Planning Consultation, we’d love to have you join us this month!
We’re hosting another FREE group consultation via Zoom, where you’ll have the opportunity to meet TJ Kroehle and learn more about TX Life Planning for Families of Special Needs.

This is a great opportunity to:
♦ Learn about our Life Planning process
♦ Understand how our team supports your family
♦ Ask your questions in a welcoming, family-focused setting

📅 Monday, May 4th
🕔 5:00 PM Central
💻 Zoom
https://us06web.zoom.us/j/86891627716
Meeting ID: 868 9162 7716

We offer these consultations monthly due to high demand, so this is the perfect chance to join us if you haven’t been able to attend yet.

We’d love to have you join us!

💡 KNOWLEDGE. SUPPORT. CONFIDENCE.

You don’t have to navigate SSI/SSA alone.

Join TJ for an informative and engaging SSI/SSA Group Session via Zoom designed to give families clear, up-to-date guidance in a supportive group setting.

📅 Thursday, April 30th
🕔 5:00–7:00 PM Central
💻 Via Zoom
💲 $175 per family

In this session, we’ll cover:
• SSI, Social Security, and recent system updates
• Medicaid & Medicare
• Working within the SSI/Social Security system
• Waiver programs (HCS, CLASS, STAR+PLUS Waiver)

✨ Same valuable content as our 1:1 meetings—at a reduced group rate.

⚠️ Payment deadline extended to Monday, April 27th (end of business day) for anyone still wanting to join!

📩 Ready to register?
Email Lauren at [email protected]
to reserve your spot.

We look forward to supporting you and your family! 💙

Join us today!

📣 You're Invited! Free Life Planning Consultation

If you missed our last Life Planning Consultation, we’d love to have you join us this month!

We’re hosting another FREE group consultation via Zoom, where you’ll have the opportunity to meet TJ Kroehle and learn more about TX Life Planning for Families of Special Needs.

This is a great opportunity to:
♦ Learn about our Life Planning process
♦ Understand how our team supports your family
♦ Ask your questions in a welcoming, family-focused setting

📅 Monday, April 6th
🕔 5:00 PM Central
💻 Zoom
https://us06web.zoom.us/j/86891627716

Meeting ID: 868 9162 7716

We offer these consultations monthly due to high demand, so this is the perfect chance to join us if you haven’t been able to attend yet.

We’d love to have you join us!

📣 You're Invited! Free Life Planning Consultation

If you missed our last Life Planning Consultation, we’d love to have you join us this month!

We’re hosting another FREE group consultation via Zoom, where you’ll have the opportunity to meet TJ Kroehle and learn more about TX Life Planning for Families of Special Needs.

This is a great opportunity to:
♦ Learn about our Life Planning process
♦ Understand how our team supports your family
♦ Ask your questions in a welcoming, family-focused setting

📅 Monday, April 6th
🕔 5:00 PM Central
💻 Zoom
https://us06web.zoom.us/j/86891627716

Meeting ID: 868 9162 7716

We offer these consultations monthly due to high demand, so this is the perfect chance to join us if you haven’t been able to attend yet.

We’d love to have you join us!

📣 Austin-Area Families — Join Us Today!

If you are a family navigating life with a child with disabilities and starting to think about life after high school, this is a great event happening in Austin today.

The Destination…Life Transition Conference 2026 is taking place at McNeil High School from 9:00 AM – 1:30 PM, and it’s a free conference designed to help families plan for the future.

You’ll find helpful resources on:
✨ Job training
✨ Education opportunities
✨ Independent and supported living options
✨ Planning for adulthood

We’re excited to share that TJ Kroehle from TX Life Planning will be speaking at 9:15 AM about planning for the future and helping families create a clear path forward.

If you’re in the Austin area, we would love to see you there! Come say hello and learn more about planning for your child’s future. 💙

📣 Fort Worth Families — You’re Invited!

If you have a loved one with special needs, you won’t want to miss TJ’s upcoming session on:

✨ Saving for Your Loved One’s Future
✔️ Special Needs Trusts
✔️ Wills
✔️ ABLE Accounts

🗓 12:50 PM
📍 Chisholm Trail High School
3100 NW College Drive
Fort Worth, TX 76179

Planning ahead is one of the greatest gifts you can give your child’s future. We hope to see you there! 💙

📌💚 2-Day Life Planning Workshop for Families of Special Needs 📌💚

Planning for your child’s future can feel overwhelming — but you don’t have to do it alone. Our 2-day Life Planning Workshop is a comprehensive program designed to help families take meaningful, practical steps toward long-term security and peace of mind. Whether you’re just starting the planning process or strengthening what you already have in place, this workshop meets you where you are.

📅 Workshop Dates (both days included)
🗓 Saturday, March 21st & Saturday, May 2nd
⏰ 8:00 AM – 5:00 PM each day
🥐 Continental breakfast & lunch included both days
🏢 In person and Zoom attendance available

💵 Workshop Investment
• $750 per family
• Early registration rate: $700 when paid within one week of signing up

📘 What You’ll Learn
✔️ SSI — how and when to apply, preparation tips, and how to maintain benefits
✔️ Medicaid & Waiver Programs — understanding options and choosing the right fit for your child
✔️ Wills & Trusts — why they matter and how to set them up properly
✔️ Estate Planning — what to consider beyond wills and trusts
✔️ Guardianship — what it really means and whether it’s necessary for your family
✔️ Life Planning — creating a plan that goes beyond finances and is clearly communicated to everyone involved in your child’s care

🎁 What You’ll Receive
• “The Big Ugly Green Book” — a digital life plan for your child that can be easily shared with future caregivers
• Access to a guest panel of residential, vocational, and day program providers
• Direct access to attorneys for questions about wills, trusts, and guardianship
• Support from Life Planners with firsthand experience caring for children and adults with special needs

✨ If you’re ready to feel more confident and prepared for your child’s future, this 2-day workshop is for you.

📩 Comment below or send us a message to reserve your spot or ask questions — we’re happy to help!

💚 Interested in Life Planning for a Loved One with Special Needs? 💚

If you’ve ever wanted to meet TJ Kroehle and learn more about TX Life Planning for Families of Special Needs, this is your chance!

We’re hosting a FREE Life Planning Consultation via Zoom, and we’d love for you to join us. This group consultation is a great way to:
✨ Learn about our Life Planning process
✨ Understand what working with our team looks like
✨ Get your questions answered in a supportive setting

🗓 Monday, February 2nd
⏰ 5:00 PM Central
💻 Zoom Meeting
🔗 https://us06web.zoom.us/j/86891627716

🆔 Meeting ID: 868 9162 7716

Due to high demand, consultations are currently offered monthly in a group Zoom format.

Have questions? Feel free to message us — we’re happy to help! 💬

💚 We look forward to connecting with you and your family.

We truly enjoyed our time at the TAVAC conference! It was great meeting so many incredible organizations and school districts, and we’re excited to work together moving forward.

✨ Join us for a FREE Life Planning Consultation with TX Life Planning for Families of Special Needs! 🌟

Learn about our Life Planning process, what to expect, and how we can support you! Estate and Wealth Planner, TJ Kroehle will guide you through everything in a relaxed, group setting. 🗓️

🗓️ Date: Monday, April 21st
⏰ Time: 1:30pm Central

Due to high demand, consultations are via Zoom in a group format. Secure your spot today!

For more info, contact Lauren at 972-964-3444 ext. 127 or at [email protected].

Can’t wait to see you there! 🙌 See less