Special Needs Funding Coach

10/23/2026

Thank you to the Howard County Public School System for inviting us back to speak to their families and anyone else we can help. This is the last introductory session til 2027. https://zoom.us/meeting/register/EpewwNohTDe6SjpbfHgr4g Luke Buczynski- Financial Professional

10/22/2026

A perfect fall day to get the whole team together for the Integrated Financial Concepts north vs. south office softball game!

10/21/2026

Join Connor Griffin, the Director of Healthcare Advocacy at The Arc of New Jersey, next Thursday, October 22, at 12pm for an informative discussion about SSI and Medicaid benefits.

To learn more about what will be discussed & how to register, please go here: https://us06web.zoom.us/webinar/register/WN_bhYCzj9iSa-k_E4JsZUDhA #/registration

10/21/2026

Changes in your life can affect your Supplemental Security Income (SSI) payments.

The Social Security Administration recently shared an important reminder about the types of changes SSI recipients are required to report - including changes to income, employment, resources, address, living arrangements, and marital status.

Reporting changes promptly can help ensure your SSI payments remain accurate and reduce the risk of overpayments, underpayments, or penalties.

Read the full SSA blog post to learn what changes need to be reported, when to report them, and the different ways you can update your information:

🔗 https://www.ssa.gov/blog/en/posts/2026-10-01.html

10/20/2026

10/18/2026

What a fun night sponsoring Family Resource Associates, Inc.'s Casino Night! Check out the great supports they provide in Monmouth and Ocean counties (NJ).

10/15/2026

We are honored to work with our colleague, Ava Geissel, to assist families affected by brain injury with their planning. The 5K was a great event!

The Brain Injury Alliance of New Jersey (BIANJ) brought survivors, caregivers, families and supporters together on Saturday, Oct. 10, for its annual 5K Run/Walk

10/13/2026

"Curious about the new 530A/Trump Accounts? ABLE National Resource Center's parent company, National Disability Institute (NDI), developed new resources to explain who is eligible for a Trump Account, how these accounts work, including the federal seed contribution and contribution rules, and how the account can fund an ABLE account."

Good news for families: contributions to a 530A/Trump Account, including the
$1,000 federal seed deposit, do not count as income or resources for SSI.

Learn more at https://bit.ly/4frnU3k

Image description (alt-text embedded): Teal NDI graphic: "A new way to save for
your child's future," a young girl who uses a wheelchair high-fiving a boy, dad nearby.

10/11/2026

We are happy to partner again with The Arc of New Jersey Family Institute to clarify the importance of ABLE accounts and special needs trusts. Join us this Weds., October 14: https://nationallife.zoom.us/.../DiYMS_odRb270p8vAMR8bA

10/10/2026

Ava's Brainiacs crushed it today at the Brain Injury Alliance of New Jersey run/walk/roll today! We will put you in touch with Ava if you want to do any financial planning and your family has been affected by brain injury.