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

You are warmly invited to learn with us as we partner with amazing people who support our families and concerns for the future.


DATE:  Tues., June 1, 2021, at 12:00 noon

TITLE: What is a Letter of Intent? Why Do I Need One?

DESCRIPTION:  No one else knows your child as well as you do. But what can you do to maintain your level of care after you're gone? A Letter of Intent is the answer! Join us as Special Needs Specialist Allison Schaberg explains the importance of a Letter of Intent.  

PARTNER:  Gail Wright PATH Region 6 Coordinator at Partners Resource Network

WEBINAR ID:  978 6742 8667



  Sat., June 12, 2021, at 10:30 am

TITLE:  Government Benefits 101 For Your Special Needs Family Member

DESCRIPTION:  Need help navigating the social security administration? Come hear from Allison Schaberg, a Special Needs Financial Planner and National Social Security Advisor, as she helps you think through the complexities of Social Security, Medicare, and Medicaid. We will include ample time for Q and A through chat on this webinar!

PARTNER:  Kat Doveno with Down Syndrome Association of Houston

WEBINAR ID:  926 1332 0987




DATE:  Wed., June 23, 2021, at 12:00 noon

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. Special Needs Financial Planner Allison Schaberg and Clinical Psychologist Lindsay Asawa will help you understand the key steps you can take to make the transition as smooth as possible.

PARTNER:  Missouri City Family Counseling

MEETING ID: 925 0547 3367



 Tues., June 29, 2021, at 6:30 pm

TITLE:  What is The Youth Empowerment Services Waiver (YES) and How Can it Help My Family?

DESCRIPTION: The Youth Empowerment Services Waiver (YES) is a Medicaid program that helps children and youth with serious mental, emotional and behavioral difficulties. The YES Waiver provides intensive services delivered within a strengths-based team planning process called Wraparound.

Join us as the Practice Manager from the YES Waiver Program, Stella Olise, discusses the eligibility process, services, and wraparound opportunities of The Yes Waiver Program.  

PARTNER:  Fort Bend ADDA Parent Support Group.and The Yes Waiver Program

MEETING ID:   921 0601 5356



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