Financial Strategies with Sheldon Sweeney
Description: There are three Phases of Family Life, based on age, for a
Event Details
Financial Strategies with Sheldon Sweeney Description: There are three Phases of Family Life, based on age, for a child with special needs: Pre-Guardianship, Post-Guardianship, and Independent Living. Each phase has its own unique financial challenges. However, with proper planning, parents/guardians can hopefully find peace, knowing that their child’s financial well-being is protected throughout their life span as well as in the event of an unforeseen life change. We will discuss the resources available to you and have an open conversation where you can ask questions and/or share life experiences. Presenter’s Bio: Sheldon has taken a unique path to arrive in the financial services industry. After graduating from California Maritime Academy with a B.S. Degree in Nautical Industrial Technology, he worked in the industrial marketplace for many years. Ultimately, his love for client service led him to a career in financial services as a Protection Specialist with a major fraternal insurer; however, he found he couldn’t fully service his clients with their limited insurance options. Sheldon enjoys helping families who are planning for retirement as well as business owners who need advice on creating an exit plan while protecting the business they have built. Starting in 2012 Sheldon built his business at Pacific Capital Resource Group, Inc. in Bellevue, WA as a Financial Advisor, establishing niches. Sheldon then received an opportunity to move his business to Snider Financial Group as a Wealth Advisor. Sheldon holds two designations, the Chartered Special Needs Consultant (ChSNC®) and the Chartered Financial Consultant (ChFC®). He currently holds Series 63, 7, and 65 through LPL Financial. He is also Life and Disability licensed. Snider Financial Group provides a robust team environment that perfectly suits Sheldon’s personality and focuses on his client’s needs for wealth management, insurance, and strategic financial planning. Sheldon is extremely passionate about helping families and their children with special needs. He connects with them on a personal level because his youngest daughter has Down syndrome. He knows the extra demands that this puts on families as well as their need for high quality planning. Sheldon understands the advocacy needed in providing for children with special needs. He has organized a network of professionals who serve these families and is regularly asked to speak at school districts and organizations such as the Washington State Fathers Network, and the Issaquah, Tahoma and Kent School Districts. He has volunteered over the years at multiple organizations including: The Bellevue Breakfast Rotary Club and Special Olympics. Sheldon is married to his wife Debbie and they have five children, his youngest is seventeen. They have lived in Maple Valley, WA for 23 years and have two dogs and two cats. Sheldon enjoys all water sports and swims year-round in open water and in the pool. He hikes, plays disc golf with his sons and enjoys traveling.
Part of a series of webinars from the Washington State Fathers Network:
Each session will be recorded and posted on the WA State Fathers Network website.
This website brings together practical and current tools, strategies, and information designed to help physicians and other health care providers in Washington State care for children and youth with special health care needs and their families.
University of Washington experts provide the Autism Center of Excellence (COE) trainings through a contract with the Health Care Authority (HCA). As of July 2024, we are contracted to provide
Event Details
University of Washington experts provide the Autism Center of Excellence (COE) trainings through a contract with the Health Care Authority (HCA). As of July 2024, we are contracted to provide 4 general trainings a year.
Purpose of the COE Training
To increase the number of qualified clinicians (COEs) across Washington State who can appropriately diagnose children and youth with autism who have Medicaid insurance.
To foster collaboration between providers and systems serving autistic children and youth and their families
Help children and families access needed services as appropriate, including writing a Medicaid/Apple Health prescription for Applied Behavioral Analysis (ABA). COE required for Managed Care Organization (MCO) prescription approval.
Who is Eligible to Become a COE
The HCA determines which primary care and other clinicians can become COEs. Currently the list includes medical physicians working in primary care, specialty physicians, clinical psychologists, ARNPs, Naturopathic Doctors, and Physician Assistants (PA-C). Licensed Clinical Psychologists, neurologists, psychiatrists and Developmental-Behavioral pediatricians are automatically recognized as being qualified to diagnose autism but may wish to attend to learn more about Washington State specific rules and resources and connect with peers.
Who is Eligible to Attend the Training
Clinicians who serve patients with Washington State Medicaid insurance or support clinicians doing this work. We welcome others interested in learning more about autism who are providing care coordination, peer support, mental or behavioral health services etc. There are limited spots for out of state providers interested in learning more about this approach to training primary care providers to diagnose autism.
WA INCLUDE Collaborative- Interdisciplinary Network of Community Leaders with a focus on the Underserved and Disability Education -Improving systems of care by supporting education, training, and connections within a growing community of champions -Promoting quality of life and health equity within underserved communities at the intersection of developmental disability, mental health, and physical health -Increasing accessibility, variety, and amount of trainings and support for providers strained by high workloads -Creating and facilitating state-wide networks that empower local regional champions through access to expertise from each other and state partners -Embedding supports within schools, medical homes, mental health clinics, and communities
Link to full-month event calendar.
