Page 8 - Medicaid New Client Welcome Guide

Preparing for a successful

STRATEGY SESSION

Now it's time to prepare for your first homework

assignment - your strategy session with one of our

elder law attorneys and your Medicaid Case
Manager. This can be scheduled in one of three

ways: in-person, via video chat, or as a telephone

conference. Your strategy session is a time to dive

into the qualification strategies available to you and

to get you the answers to any questions you may
have.

To get the most value out of your time with the

attorney and our Medicaid team please take time to

review this new client guide in it's entirety. It will
serve as your reference guide throughout the entire

application process.

We look forward to serving you.

7