Special Needs Planning

by Consolidated Planning Group

We invite you to discover and experience the power of our services. We are an independent, boutique-style financial planning firm located in the Houston area. Our advisors bring their diverse backgrounds, education, and experience to best serve our clients. We are a holistic financial planning firm that specializes in Special Needs Planning.

Podcast episodes

  • Season 1

  • Strategies for Helping Children with ADHD Regulate their Emotions with Dr. Melissa Tabin

    Strategies for Helping Children with ADHD Regulate their Emotions with Dr. Melissa Tabin

    Do you wonder how to help your child calm down? Did you know you can help your child understand how their thinking is impacting their mood? There is a process to help your child restructure their thinking and help them understand what's going on and how to feel better!Join our webinar to hear from Dr. Melissa Tabin, who will share general strategies, suggestions, and examples of methods that help your family!She has a Ph.D. in Counseling Psychology and has worked with families with ADD and ADHD for many years. Dr. Tabin offers evaluations in her private practice.

  • Recreational Activities for Individuals with Disabilities - A Panel Webinar

    Recreational Activities for Individuals with Disabilities - A Panel Webinar

    Recreation is about activities and experiences which produce feelings of enjoyment and satisfaction. They give all of us opportunities to express creativity, achieve and master new skills, and find overall joy in life!Recreation can be significant for people with a disability, offering opportunities to practice social skills, improve physical aptitude, and increase motivation. These activities can provide the basis for increased self-confidence for your child.Our panel webinar event will introduce you to several individuals who offer wonderful recreational activities for your child with special needs.

  • Ending Social Isolation for People with IDD

    Ending Social Isolation for People with IDD

    Friendship is the antidote to loneliness! Let Best Buddies help your family! Best Buddies is the world’s largest organization dedicated to ending the social, physical, and economic isolation of the 200 million people with intellectual and developmental disabilities (IDD). In this discussion, you will learn how Best Buddies empowers the special abilities of people with IDD by helping them form meaningful friendships, secure successful jobs, live independently, improve public speaking, self-advocacy, and communication skills, and feel valued by society.

  • What You Need to Know About Medicare and Other Programs for People with Disabilities

    What You Need to Know About Medicare and Other Programs for People with Disabilities

    Medicare is not just a program for people aged 65 and older. It also covers the millions of Americans living with a disability. This webinar offers an important presentation by Angela Cain, Outreach Specialist with The Centers for Medicare and Medicaid Services. Angela will share information regarding Medicare, Medicaid, and Marketplace health insurance policies.

  • Should I Open an ABLE Account?

    Should I Open an ABLE Account?

    There are many decisions to be made as you prepare for the future of your special needs family member. Living with a disability is often associated with significant costs. That’s why individuals and families should consider contributing to an ABLE account. ABLE accounts offer tax-advantaged savings that can fund disability expenses. Join us as we explain how to successfully plan for your future.