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Course Description

Course Description
Course ID 2.2
Course Title Information Gathering, Analysis, Advising and Reporting
Certificate Series Certificate Series 2.0:
Work Incentive Planning
Date & Time Thu, 01/29/2009..........1:00 to 2:30 pm
Thu, 10/01/2009..........1:00 to 2:30 pm
Thu, 01/28/2010..........1:00 to 2:30 pm
Pricing Options
  • Single course: $125
  • Entire Certificate Series: $400 ($100 per course)
  • 5 courses: $500 ($100 per course; Save $125)
Introduction Practitioners who will be supporting SSDI and SSI beneficiaries in returning to work must not only understand the importance of providing benefits and work incentives planning support but also ensure that their clients have access to good information prior to making important decisions regarding work. This course teaches practitioners how to collect and analyze critical benefits information while at the same time developing a portfolio of options they can advise the individual on to support them making informed choices regarding work.
Key Topics
  • Data Collection and Profiling
  • Gathering Personal Demographic Information
  • Understanding Personal Direction and Outlook
  • Describing and Reporting Disability
  • Collecting Information from Third Parties
  • Summarizing and Reporting Income
  • Preparing a Monthly Budget
  • Identifying and Summarizing Resources
  • Developing and Reporting an Employment History
  • Requesting a Benefits Query
  • Identifying and Reporting Work Incentive Utilization
  • Keeping Notes, Developing Reports, Giving Counsel
Special Features This course explores the process for providing solid counsel using lecture, PowerPoint, and written materials. This skill-building session provides opportunity for question and answer. A preparatory reading assignment will be provided and is required. Internet polling will be used to ascertain knowledge acquisition.
Who Will Benefit Practitioners responsible for developing a benefits portfolio and providing work incentives planning through the course of their job will benefit from this course. This includes attorneys, advocates, social workers, rehabilitation workers and job placement personnel.
Instructors Raymond A. Cebula, III, JD, Faculty
Employment and Disability Institute

Thomas P. Golden, MS, CRC, Associate Director
Employment and Disability Institute

Related Courses

ID Certificate Name Price
7.0
 Certificate in Certificate in Benefits and Work Incentives Planning and Assistance $1250
ID Course Name Date Price
1.1
 Overview of SSA Disability Determination and Social Security Disability Insurance 1/6/2009
9/8/2009
1/5/2010
 $125
1.2
 Overview of Supplemental Security Income 1/8/2009
9/10/2009
1/7/2010
 $125
1.3
 Social Security Disability Insurance Work Incentives 1/13/2009
9/15/2009
1/12/2010
 $125
1.4
 Special Work Protections for SSDI Beneficiaries & Medicare Coverage 1/15/2009
9/17/2009
1/14/2010
 $125
1.5
 Supplemental Security Income Work Incentives 1/20/2009
9/22/2009
1/19/2010
 $125
1.6
 Medicaid and Other Special Protections for Supplemental Security Income Beneficiaries 1/22/2009
9/24/2009
1/21/2010
 $125
2.1
 Effective Communication Strategies 1/27/2009
9/29/2009
1/26/2010
 $125
2.2
 Information Gathering, Analysis, Advising and Reporting 1/29/2009
10/1/2009
1/28/2010
 $125
2.3
 Essential Support Planning 2/3/2009
10/6/2009
2/2/2010
 $125
2.4
 Long-Term Support and Ethical Considerations 2/5/2009
10/8/2009
2/4/2010
 $125
3.1
 Temporary Assistance for Needy Families (TANF) and Food Stamps 2/10/2009
10/13/2009
2/9/2010
 $125
3.2
 Federal Housing Subsidies 2/12/2009
10/15/2009
2/11/2010
 $125
3.3
 Unemployment Insurance 2/17/2009
10/20/2009
2/16/2010
 $125
3.4
 Earned Income Tax Credits (EITC) & VA Benefits 2/24/2009
10/22/2009
2/18/2010
 $125
3.5
 Benefits Overpayments 2/26/2009
10/27/2009
2/23/2010
 $125
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