Design your future

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Create special needs trust

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Obtain financial stability

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Eliminate debts

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Fund your trust

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Understand social security

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Financial Freedom

Learn how to reduce stress, preserve benefits and create a fulfilling future.

About Rob's COURSES

I'm not sure, guide me

Can one hour change your life? Special needs planning starts when you make the decision to take action to improve your life. Many steps in planning are actually simple once you’ve set your heart and mind on living a better, happier and stress-free life. There are many people who can help you build financial security and protecting benefits through good estate planning but none of them can help until you’ve made the decision to move forward.

Life comes at families like ours too fast. It’s easy for months and years to go by without feeling like there’s been any progress in our goals. That feeling changes when you have outcomes in mind and when you’ve taken steps to achieve those outcomes.

We have appointments with doctors, therapists, school administrators and agencies in addition to everything else we do with our work and family lives. Creating a vision of what we want to happen helps us remember why we do what we do and can turn those appointments from drains to steps along the path towards achieving better outcomes.

Pro tip

Block off your calendar for one hour and head to a local coffee shop or park bench. Write down everything you want out of life, your goals and what needs to take place for you to live with less stress and more enjoyment. Don’t stop yourself – just write down every thought.

Financial Freedom for Special Needs Families

Rob has delivered this workshop for years and it follows the 9 Building Blocks for families with a special-needs member to reduce stress, preserve benefits and create a fulfilling future. Based on his award-winning and best-selling book “Financial Freedom for Special Needs Families.”

Course Curriculum

  • Building Block #1 – Dreaming about the future
  • Building Block #2 – Starting to design
  • Building Block #3 – Taking stock
  • Building Block #4 – The special-needs trust
  • Building Block #5 – Eliminating debt forever
  • Building Block #6 – Financial stability
  • Building Block #7 – Protect your family
  • Building Block #8 – Invest for your future
  • Building Block #9 – Funding the trust
TAKE the CLASS

Key choices to getting your Special-Needs Trust in place in 30 days

The special-needs trust is the foundation of planning for families with a member with an intellectual or developmental disability. Learn about the critical decisions to make to get yours in place quickly.

Course Curriculum

  • Welcome
  • Module 2 – Value of Benefits
  • Module 3 – What is holding you back?
  • Module 4 – Beneficiary Designations
  • Module 5 – Trustee Options
  • Module 6 – The Guardian
  • Module 7 – Power of Attorney and Personal Representative
  • Module 8 – Choosing an Attorney
  • The Final Chapter
Take the class

We're Here To Help

Rob’s goal with his courses and speaking is to help you make decisions to live the life of your dreams, increase your quality of life and provide a secure and happy future for your family member with a developmental or intellectual disability.

COURSE Reviews

Rob Wrubel has engineered a clear pathway for families with special needs members to gain control over their finances. His book is both motivating and encouraging, and helps remove fear and indecision with clear and concise action items.
Ann E. Koenigsman, CPA, CTFA, Tax Partner
Stockman Kast Ryan + Company

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