Lunch & Learn

Lunch & Learn: Maximizing Benefits and Services


Topic: Maximizing Benefits and Services & Care Coordinator Frequently Asked Questions

Training synopsis:

James Traylor will be discussing the intersection of various public benefits, technical Medicaid questions and special needs trusts.


James Traylor is the Chartered Special Needs Consultant for Upstate Special Needs Planning. James is a sibling, advocate and professional who has focused his entire professional career in becoming the agency of choice for families planning for a family member with a disability. James regularly provides continuing education or legal, financial and tax professionals on planning for an individual with a disability and also speaks at several national disability conferences.  He currently serves as Chair for the NYS Developmental Disabilities Planning Council, a member of the board of directors for the Arc of Monroe Foundation, a graduate of Partners in Policymaking and is a 2009 Rochester Business Journal 40 Under 40 recipient.  James has also earned the professional designation of a Chartered Special Needs Consultant (ChSNC) in addition to his other financial credentials.


**Free box lunch provided by the ArcDeli**


2060 Brighton Henrietta Townline Rd. 14623


Friday, March 27th from noon-1pm


Reserve your spot today by contacting Matt Fico at (585)672-2222 or

Space is limited and reservations are required


Mar 27 2020


12:00 pm - 1:00 pm


2060 Brighton-Henrietta Townline Road, Rochester, NY 14623

To ask any questions or to report concerns about our compliance with Medicaid requirements, you can contact our Compliance Hotline by calling 585-448-3588 or going to You can share questions or concerns anonymously or confidentially. Thank you!

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