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Level Up Indiana: Employment Specialist Initiative
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VR 101
Foundations
Networking
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Employment Summit 2023
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From Barriers to Bridges Webinar Series
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2026 Lunch and Learns
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What is Financial Planning for a Good Life?

Financial Planning for a Good Life is a “train-the-trainer” style training designed for disability professionals, representative payees, and others who support those who work one-on-one with people with disabilities.

During this two-part virtual training, you will gain the skills, tools, and confidence needed to train others on how to support individuals with disabilities engage in person-centered financial planning.

Training Details

  • Financial Planning for a Good Life is a “train-the-trainer” training designed for disability professionals, representative payees, and others who support those who work one-on-one with people with disabilities.

    The training content will equip learners with the knowledge, skills and tools needed to train others in supporting informed financial decision-making amongst individuals with disabilities.

  • During this training, you will:

    • Build skills and confidence for informal financial decision-making, while emphasizing autonomy and self-determination

    • Help disability professionals, representative payees, and others who work one-on-one with people with disabilities to engage in financial planning for a Good Life

    • Learn how to use a person-centered approach to align financial planning with personal goals, values, and disability-related need

  • Description text goes here

Financial Planning for a Good Life: Module Overview

Level Up Indiana:
Employment Specialist Initiative

Email: invrtrainingandta@pcgus.com

Tel: (463) 900-4220

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