September 30 | Funding a Special Needs Trust Virtual Workshop

Join DSI and Gordon Homes, Financial Advisor & Special Care Planner, for a virtual workshop focused on funding a Special Needs Trust. The session will explore first- and third-party trusts, pooled trusts, and Miller Trusts, providing an educational starting point for families thinking about long-term financial planning and disability-related supports.

Event Details

When: Wednesday, September 30, 2026
Time: 6:30–8:00 PM EST
Where: Online via Zoom
Cost: Not specified
Format: Virtual
Registration: Required
Event Details & Registration: Register through Microsoft Forms

Part of: DSI Virtual Workshop Series with Gordon Homes

About This Event

DSI is welcoming Gordon Homes, Financial Advisor & Special Care Planner, for a virtual workshop focused on funding a Special Needs Trust.

The September 30 session will cover several types of trusts and funding considerations, including first-party versus third-party Special Needs Trusts, pooled trusts, and Miller Trusts.

The workshop is part of a two-session virtual series. The September 23 session covered guardianship and alternatives, as well as the advantages and disadvantages of ABLE Accounts.

The workshop will take place on Zoom, and the Zoom link will be emailed to registered participants prior to the webinar.

Accessibility Highlights

Features Families May Appreciate:

• Virtual participation from home

• No travel required

• Zoom-based format

• Educational information about Special Needs Trusts

• Discussion of first-party and third-party trusts

• Information about pooled and Miller Trusts

Helpful Planning Tips:

• RSVP using the registration form before the workshop.

• Watch for the Zoom link in your email before the webinar.

• Consider writing down questions about Special Needs Trusts ahead of time.

• If you missed the September 23 workshop, the September 30 session can still be attended as a standalone workshop.

• Financial and legal planning can be highly individual, so consider using information from the workshop as a starting point for questions to discuss with qualified professionals.

Who Might Enjoy This Event?

This event may be a good fit for:

• People with disabilities

• Parents and caregivers

• Families thinking about long-term financial planning

• Caregivers supporting someone who may need ongoing financial support

• Families exploring Special Needs Trusts

• Individuals interested in first- or third-party trusts

• Families interested in pooled trusts

• People who want to learn more about disability-focused financial planning

What Families May Want to Know

Before you go:

• Registration is required.

• The workshop is virtual and will take place on Zoom.

• The session runs from 6:30–8:00 PM EST.

• The Zoom link will be emailed to registered participants before the webinar.

• The workshop will focus on funding a Special Needs Trust.

• Topics include first-party versus third-party trusts, pooled trusts, and Miller Trusts.

• This is the second session in DSI's Virtual Workshop Series with Gordon Homes.

Why Families May Appreciate It

Thinking about long-term financial planning can bring up a lot of questions, particularly when someone may need ongoing disability-related supports. Special Needs Trusts can involve different structures and considerations, and families may not always know what questions to ask or where to begin.

This workshop provides an opportunity to learn about several types of trusts in an educational setting and identify topics that may be worth discussing further with qualified financial, legal, or benefits-planning professionals.

Because the workshop is virtual, families can participate from home without adding travel to an already busy schedule.

Plan Your Visit

☐ RSVP for the September 30 workshop
☐ Watch for the Zoom link by email
☐ Set aside 6:30–8:00 PM EST for the workshop
☐ Write down questions about Special Needs Trusts
☐ Consider which topics may be relevant to your family's planning
☐ Follow up with appropriate financial, legal, or benefits professionals as needed

What’s on Your Calendar?

Know about another sensory-friendly, inclusive, or family-friendly event happening in Central Indiana?