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:


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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 its representatives are not affiliated with Triad Advisors

RSVP for this event here

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DATE: Tues., April 6, 2021, at 12:00 noon

SPEAKERS & HOST:   Consolidated Planning Group partners with The Student HireAbility Navigator (SHN) initiative and Workforce Solutions of Central Texas

DESCRIPTION: College Planning for Special Needs Families 

Looking for a college experience for your neurodiverse teen? Special Needs Specialist and Financial Planner Allison Schaberg, from Consolidated Planning Group, offers answers about how to choose the best option for your student who is neurodiverse or has a disability when transitioning out of high school.

The discussion will include answers to these frequently asked questions:
1. What post-secondary education options are available?
2. What makes a college good for students with disabilities?
3. What unique financial considerations should I consider?

RSVP for this event here!

SHN, Workforce Solutions and its representatives are not affiliated with Triad Advisors

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DATE:  
Tues., April 13, 2021, at 12:00 noon

SPEAKERS & HOST:   Consolidated Planning Group Partners with Fort Bend Center for Independent Living

DESCRIPTION: Transitions - Tips for Launching your Special Needs Teen into Adulthood
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. Special Needs Financial Planner Allison Schaberg will help you understand the key steps you can take to make the transition as smooth as possible.

RSVP for this event here!

Fort Bend Center for Independent Living and its representatives are not affiliated with Triad Advisors

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DATE:  
Wed., April 14, 2021, at 12:00 noon

SPEAKERS & HOST:   Consolidated Planning Group invites Ginger Mayeaux from The Arc of Texas

DESCRIPTION: Navigating the Texas IDD Service System
In Texas, there are several different waiver programs that offer a broad range of home and community-based services to people with disabilities. These waivers can be very confusing! Join us to learn the who, what, when, why, and where of the Texas IDD Service System and how you can create positive change within it. Consolidated Planning Group is so happy to invite Ginger Mayeaux, Director of Public Policy & Advocacy, The Arc of Texas, to present on this important topic!

RSVP for this event here!

The Arc of Texas and its representatives are not affiliated with Triad Advisors

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DATE: 
Tues., April 15, 2021, at 12:00 noon

SPEAKERS & HOST:   Consolidated Planning Group invites Special Needs Attorney Boyd Handley

DESCRIPTION: Guardianship from Start to Finish - Which Works for My Family?
What do you do when your loved one cannot care for themselves, either partially or completely? We all want our loved ones to live meaningful lives but sometimes they may lack the capacity to do so independently. That’s when a discussion about Guardianship and Alternatives to Guardianship is prudent. Join us as Special Needs Financial Specialist Allison Schaberg, along with a Special Needs Attorney Boyd Handley, shares information about guardianships and how to successfully plan for your financial future.

RSVP for this event here!

The Handley Law Firm and its representatives are not affiliated with Triad Advisors

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DATE: 
Tues., April 27, 2021, at 6:30 pm

SPEAKERS & HOST:   Ft. Bend ADDA Parent Support Group invites Kristen Davis with Texas Workforce Solutions and Anna Kluth, Student HireAbility Navigator, on Vocational Rehabilitation Services and Summer Initiatives

DESCRIPTION: CREATING PATHWAYS TO EMPLOYMENT FOR STUDENTS WITH DISABILITIES
Join us to learn about the Summer Earn & Learn program which provides students with disabilities ages 14-22 with work readiness training and paid work experience. Summer Earn & Learn is a statewide strategy that includes employability skills training and paid work experience for students with disabilities.

RSVP for this event here!

Workforce Solutions, ADDA and its representatives are not affiliated with Triad Advisors

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DATE: 
Tues., April 27, 2021, at noon

SPEAKERS & HOST:   Team Luke Hope for Minds Support Group Partners with Consolidated Planning Group

DESCRIPTION: Special Needs Planning - Key Steps to Achieving Financial Success
As a parent of a child with special needs, you know there are many decisions to be made as it relates to the future of your special needs family member. Considerations such as transitioning, future care options, and preservation of benefit eligibility are a few items that require intentional evaluation. These are especially important if you have a child who may need care for the rest of their life. Join us as Special Needs Specialist Allison Schaberg discusses how to successfully plan for your financial future.

RSVP for this event here!

Team Luke and its representatives are not affiliated with Triad Advisors


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DATE:  Wed., April 28, 2021

SPEAKERS & HOST:   Consolidated Planning Group invites Marilyn Gilbreath - Texas Workforce Solutions Vocational Rehabilitation Services

DESCRIPTION: Roadmap to Employment & Independence with Texas Workforce Commission
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!

RSVP for this event here!

Workforce Solutions and its representatives are not affiliated with Triad Advisors