You're Invited: Join me November 5

Most of the planning conversations I have with families start in the same place.

The trust. The trustee. The letter of intent. Who will care for my child when I’m gone.

Those are the right questions. They’re just not the only ones.

Here’s the one that usually doesn’t come up.

What happens if I’m still here, but I can’t work?

Not gone. Just sick, or hurt, or out for a year. Still at the table. Still needing care myself. And the income that paid for everything has stopped.

Most families have planned for what happens if they’re gone. Far fewer have planned for what happens if they’re still here.

That’s the hour.

Thursday, November 5 · 6–7 PM Eastern Time · Free to Join, online

Save my spot →

What we’ll cover

• What your coverage actually does if you’re alive but unable to work

• What continuity really requires: money, but also who steps in, and whether anyone has told them

• Where to start if none of this is in place yet

What it isn’t

• Not about health insurance, Medicaid, SSI, government benefits, ABA authorizations, or claim denials. Those matter, just not covered here.

• Not a review of your situation. General education, not a recommendation.

• Not a sales presentation. Nothing is sold in the room. Examples are hypothetical and illustrate how coverage works, not a recommendation of any product.

Why join live

Our families appreciate privacy, and we understand that.

So we’ve decided this session will not include any replay or links afterward.

Families may only feel comfortable asking certain questions when they know it isn’t being shared or distributed. We want to protect that.

Sorry for the inconvenience. See you there.

Save my spot →

Hosted by Summa Planning Group, LLC. Michael Pereira is licensed for Life & Health Insurance. This session is educational and is not a substitute for clinical, medical, financial, insurance, tax, legal, employment, or HR advice. Please consult licensed professionals who understand your individual situation. Any examples shown are hypothetical.