Customized Self-Employment Part 9: Benefits Management for SSDI Recipients

Course Code: REL-IDD-GHA-CSE9-V2

Hours: 1.5

Type: Online Course

Content Expiration Date: 10/31/2023

Learning Objectives:
Describe what is meant by SSDI being an “all or nothing” program.
Explain what the key to assessing ongoing eligibility for SSDI is.
Name at least one work incentive that may be claimed under the SSDI program.

Outline:
Section 1: Introduction About This Course Learning Objectives Section 2: Benefits Management for SSDI Recipients Glossary of Terms for Financial and Benefits Management SSDI and Self-Employment SSDI: Trial Work Periods SSDI: Time Frames for Trial Work Periods SSDI: Extended Period of Eligibility Income Calculation Variations in EPE Work Incentives: Impairment Related Work Expense (IRWE) Work Incentives: Unpaid Help Work Incentives: Unincurred Business Expenses Applying Work Incentives Termination from SSDI Expedited Reinstatement of Benefits (EXR) Medicare and Extended Medicare SSDI: Three-Step Test for Eligibility Let’s Review Summary Section 3: Putting It All Together Putting It All Together: Arlo and His Bamboo Baseball Bat Business Arlo’s SSDI Benefits Analysis: Background Information Arlo: Trial Work Period (TWP) Analysis and Net Earnings from Self-Employment (NESE) Arlo: Projected TWP Months Usage Arlo: Extended Period of Eligibility (EPE) Arlo: Projected Average Monthly Net Earnings from Self-Employment (NESE) Arlo: Unincurred Expense Analysis Arlo: Unpaid Help Analysis and Projected Countable Earned Income Arlo: Tracking Actual Income Arlo: Cessation, Termination, and Health Benefits Arlo: SSDI Benefits Analysis Summary Maria’s Benefits Summary Section 4: Course Summary Summary Course Contributors Contact the Authors References Congratulations!

Instructor: Beth Keeton, MS

Ms. Keeton has worked closely with the state of Florida’s Division of Vocational Rehabilitation (VR) to coordinate the development and implementation of a Self-Employment Certification curriculum. Florida VR has been the first in the nation to make such an extensive commitment to supporting self-employment as a possible outcome for all customers. Beth has served as the point-person for this effort and has been actively involved in all aspects of implementation including: developing the training curriculum; training VR vendors; and providing ongoing technical assistance to VR staff (both state and local), vendors, and customers. Additionally, Beth works with GHA on several other national projects, all of which are geared towards increasing the quantity and quality of employment outcomes through Customized Employment. For the last decade, Beth has provided extensive training and technical assistance throughout the country on positive behavior support, self-employment, customized employment, and benefits analysis. During her time on the various self-employment projects, she has developed expertise in all aspects of business plan development and has discovered a particular affinity for financial planning and Social Security benefits analysis. Disclosure: Beth Keeton, MS has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.

Instructor: Cary Griffin, MA

Cary Griffin is a Senior Partner at Griffin-Hammis Associates, a full service consultancy which specializes in building communities of economic cooperation, creating high performance organizations, and focuses on disability and employment. Cary maintains a strong relationship with the Rural Institute at The University of Montana, where he served as Director of Adult Community Services & Supports. He is the former Executive Director of the Center for Technical Assistance & Training (CTAT) in Denver. Cary provides training to administrative and direct service level professionals in the rehabilitation field; consultation to businesses and rehabilitation agencies regarding the employment of individuals with significant disabilities; conducts field-initiated research & demonstration; provides family & consumer case consultation; develops resources; and organizational development. Recently, Cary has been instrumental in designing self-employment protocols and training for individuals, agencies, and states. Disclosure: Cary Griffin, MA has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.

Instructor: David Hammis

David Hammis is Senior Partner at Griffin-Hammis Associates, a full service consultancy which specializes in building communities of economic cooperation, creating high performance organizations, and focuses on disability and employment. David maintains an ongoing relationship with the Rural Institute at The University of Montana, where he served as Project Director for four employment and Social Security outreach training and technical assistance projects, and now serves as an Organizational Consultant for the Rural Institutes Rural Entrepreneurship and Self-Employment Expansion Design Project. Dave works with organizations nationally and internationally on benefits analysis, supported employment, supported entrepreneurial employment, and employment engineering. Disclosure: David Hammis has declared that no conflict of interest, Relevant Financial Relationship or Relevant Non-Financial Relationship exists.

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To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.

Course Delivery Method and Format
Asynchronous Distance Learning with interactivity which includes quizzes with questions/answers, and posttests.