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BDI Empowers Webinar

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LIVE WEBINAR | JULY 25TH | 10 AM EST

How to Handle Social Security Overpayments?

SEASON 2, EPISODE 6

Why did I get a letter from Social Security Administration saying I owe them?

This session will review Social Security’s processes and identify the most common reasons why individuals receive an overpayment letter.
We will also discuss what to do when this happens, including whether you need to file a request for reconsideration or a request for waiver of overpayment, or both.
We will review the forms and documentation necessary for a successful appeal.

Featured Speaker

Anna Maki

Director,
Program Services
BDI

Anita Gardner

Director,
Trust Services
BDI

Brandon Printup

Clinical Director,
BDI Empowers

Coming Up Next

AUGUST 22, 2024

Understanding Medicaid Waivers

What are Georgia’s Medicaid Waivers and how do I know if I’m eligible?  In this session, we will review the different types of Medicaid Waivers and provide an in-depth review of the application process.  We will identify the different services under waivers, and also explore what services you can maximize while you are on the planning list.  Highlights will include an overview of how BDI helps you develop an advocacy strategy to show you are “most in need” of a waiver.

Explore upcoming BDI Empowers Webinars.

Coming Up Next

JANUARY 23, 2025

Understanding the Medicaid Payback Provision and Its Impact on Special Needs Trusts and ABLE Accounts

This webinar training aims to provide participants with an understanding of the Medicaid Payback Provision as it applies to Special Needs Trusts (SNTs) and Achieving a Better Life Experience (ABLE) accounts. By attending this training, participants will gain the knowledge and insights necessary to navigate the Medicaid Payback Provision, reimbursement requirement, exceptions, assets, and the impact on SNTs and ABLE accounts.

Learning Goals:

  • Understanding what the Medicaid Payback Provision is, why it’s important, and how it impacts SNTs and ABLE accounts.
  • Learn how SNTs and ABLE account funds can and cannot be used under the Medicaid Payback Provision.
  • Understand what Medicaid considers an asset and the requirement to liquidate some assets after the passing of the beneficiary.
  • Learn how to minimize the Medicaid Payback Provision through effective budgeting strategies.
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