***This date consists of two separate trainings.

The 9:00am - 1:00pm training is currently closed for enrollment, while the 1:00pm - 5:00pm training is open for enrollment***

This half-day program will review the types of tax-qualified funds (including pensions, supplemental retirement funds and individual retirement accounts) that may be owned by clients applying for Medicaid benefits. The Medicaid policy on these holdings will be discussed including Spousal Impoverishment situations.

As a result of the training, participants will be able to:

• Determine the value of a Retirement fund