Welcome to Consolidated Planning Group Inc. where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Consolidated Planning Group, Inc. is a privately owned insurance and financial service firm proudly serving the needs of our customers across the United States through a holistic approach to planning our firm delivers real strategies to the most complex situations faced by families, professionals and business owners. We are a proud provider in the Special Needs Planning community. We offer, both consulting services along with a broad range of products and services specifically designed to help you develop and fulfill your plan for your future and your loved ones.

 

UPCOMING EVENTS:

 

DATE: Tues., March 2, 2021, 12:00 noon Central

SPEAKERS & HOST:   Fort Bend Center for Independent Living has invited Allison Schaberg to present on this important topic!

TITLE: Should I open an ABLE account?

DESCRIPTION: Living with a disability is often associated with significant costs. That’s why you should consider an ABLE account that offers tax-advantaged savings to fund disability expenses. Join us as Special Needs Advisor Allison Schaberg, from Consolidated Planning Group, explains how to successfully plan for your financial future utilizing an ABLE account.  

FBCIL and it's representatives are not affiliated with Triad Advisors

RSVP for this event here!

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DATE:  Sat., March 3, 2021, at 12:00 noon

SPEAKERS & HOST: Student HireAbility Navigator and Workforce Solutions of Central Texas have invited Allison Schaberg with Consolidated Planning Group to speak!

TITLE:  Transitions - Tips for Launching your Special Needs Teen into Adulthood

DESCRIPTION:  As special needs children transition to the teen and young adult years, their needs change significantly. You can prepare your child (and yourself) for a successful transition to independence. From diagnosis to transition, learn the key steps you can take to make the transition as smooth as possible.

Workforce Solutions of Central Texas and it's representatives are not affiliated with Triad Advisors

RSVP for this event here!
 

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DATE: Tues., March 9, 2021, at 12:00 noon

SPEAKERS & HOST:  Consolidated Planning Group has invited  Dr. Michelle Garcia - Owner of Michelle Garcia, Psy.D. & Associates and Brandon Delgado, Team Leader & Licensed Psychological Associate to present.

TITLE: Social Media: A Practical Guide to Improving Safety

DESCRIPTION:  Individuals with various disabilities are more than two times more likely to become a victim of a sexual crime.  With the prevalence of social media in everyday life, protecting individuals with disabilities is imperative.  Therefore, this presentation will go over common errors made and the consequences related to those.  This presentation will teach ways to encourage safer practices in using social media.  Lastly, the presentation will use hands-on experiences to demonstrate how to teach these concepts to individuals in the community.

RSVP for this event here!

Dr. Michelle Garcia and it's representatives are not affiliated with Triad Advisors

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DATE: Wed., March 17, 2021, at 12:00 noon

SPEAKERS & HOST:   Consolidated Planning Group invites Dr. James Williams with Bloom Consulting

DESCRIPTION: The Top 10 Mistakes To Avoid During Post-Secondary Transition Planning/Evaluation
Join us as Dr. Williams helps us understand the important issues surrounding Transition Planning and Evaluation for young adults. If you have concerns about what happens after your child leaves high school, you won't want to miss this important discussion!

Bloom Consulting and it's representatives are not affiliated with Triad Advisors

RSVP for this event here!


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DATE:  
Wed., March 31, 2021, at 12:00 noon

SPEAKERS & HOST:  Consolidated Planning Group is pleased to invite Marilyn Gilbreath from Workforce Solutions.

DESCRIPTION: Have you ever tried to contact Texas Workforce Solutions Vocational Rehabilitation Services and struggled to reach someone? Meet new Community Outreach & Awareness Specialist Marilyn Gilbreath who has joined Workforce Solutions Vocational Rehabilitation Services! Marilyn wants to help anyone with a mental, physical or visual disability find a job that will bring happiness and fulfillment to their lives! Consolidated Planning Group welcomes you to this important zoom event!

Workforce Solutions and it's representatives are not affiliated with Triad Advisors

RSVP for this event here