Wednesday, November 5, 2025, 3:00 PM - 4:00 PM, Eastern Time
Presenters: Kacy Seitz, ChFC®, CLTC®, ChSNC®; Ann Koerner RN, BSN, CRRN; and Michele Fuller, Esq.
Join us for an urgent analysis of H.R. 1, the budget reconciliation act that fundamentally reshapes Medicaid, Medicare, and disability services across the United States. With over $1 trillion in cuts to critical, safety-net programs, this legislation poses unprecedented challenges for individuals with disabilities who rely on Medicaid, Social Security Insurance, and other essential benefits. This webinar provides professionals with the knowledge and strategies needed to protect their clients’ access to healthcare, long-term services and support, and financial stability.
Critical topics include the following:
- New Medicaid barriers. Understanding work requirements, six-month renewal cycles, and cost-sharing provisions that will impact clients with disabilities starting in 2027
- Long-term care crisis. How reduced home equity exclusions, Home and Community Based Services funding cuts, and the nursing home staffing moratorium affect care options
- Immigration status changes. New eligibility restrictions affecting lawfully present immigrants with disabilities
- Financial planning strategies. Protecting assets while maintaining benefit eligibility under the new $1 million home equity cap
- Implementation timeline. Key dates from 2025–2028 and immediate action steps to protect clients
- Advocacy opportunities. How to help clients navigate appeals and exemptions and maintain coverage despite new administrative hurdles
This session will equip you with practical tools to guide clients through these sweeping changes, including updates to special needs trusts, ABLE account strategies, and benefit preservation techniques in this new regulatory landscape.
TUITION
Subscriptions
Academy of Special Needs Planners |
Included |
Essential |
$49 |
Trusts & Estates Professional |
$49 |
Elder Law Professional |
$49 |
Elite |
$49 |
Advisors Forum |
$49 |
Nonmembers |
$129 |
Registrants will have access to materials and recordings until Tuesday, November 30, 2027.
For additional program information or any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or (888) 659-4069, ext. 818.