Future Financial Planning for People with Disabilities: A National Study on What’s Working and What’s Not

For many people with disabilities and their families, future financial planning is overwhelming and unnecessarily challenging. They sometimes struggle to navigate complex and siloed systems to find professionals who have the knowledge and experience needed to help them secure their finances, benefits, and futures. During this session, we will share the results of a national study of more than 4,000 people with disabilities, their families, and professionals in related fields. We will present what we learned about people’s experiences and some challenges related to future financial planning, as well as solutions that help their planning efforts. Attendees will gain expert recommendations and strategies to help ensure that people with disabilities and their families have access to the services and resources they need to plan for their financial futures.

Presenters:

Michael R. Roush, MA, AFC, National Disability Institute

Caitlin Bailey, PhD., National Leadership Consortium on Developmental Disabilities

Cory Gilden, PhD., National Leadership Consortium on Developmental Disabilities