Frank Deptola & Associates, LLC

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Address:

2400 East Katella Suite 800
Anaheim, CA 92806

Phone:

(714) 349-9431

Library & Resources

 

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Educational Films  |  White Papers  |  Newsletters

 

 

 

 

 

 

Educational Films

 

 

2017 National Television Appearances and Interviews of Experts

 

 

Frank Deptola Documentary Series, Vol.1

Coordinating of SSI & SSDI Benefits for Disabled Relatives

 

 

 

 

 

 

White Papers

 

 

 

 

 

 

Newsletters

 

 

 

Financial costs of being the Family Caregiver: A White Paper by Frank Deptola

 

A big reason I am so interested in helping families with Special Needs members (adult children, elderly parents) is because the cost of providing for their needs can be devastating to a family. If you haven't already seen it, I would encourage you to visit my website and view our 50 minute objective and educational film entitled "Coordinating SSI/SSDI Benefits". At a minimum, one thing you should learn from watching it is that it is important for you to be their primary advocate in getting any benefits they are entitled to receive. Don't rely on anyone else. These government benefits, if properly applied for and received, may help better secure your loved one's long term financial well-being, especially after you are gone. Benefits that might help prevent you from making unnecessary mistakes causing a whittling down your (or their) assets to pay for the full cost of their care. The film clearly shows the difference between the SSI and SSDI benefit program. SSDI, for example, uses money a family member has contributed to FICA in calculating the final benefit. SSI does not. The film also should point out resources that you may not have been aware of and the proper way to determine for which benefit you should apply. Please don't make the mistake of applying for benefits under the wrong government program which your dependant has little to no change of qualifying. That can cause months of wasted time and delays, and lots of unnecessary money coming out of your (or their) pocket.

 

WealthManagement.com recently published an article (http://www.wealthmanagement.com/retirement-planning/financial-effect-being-family-caregiver) that triggered this message to you. It discusses the Financial Effect of two women in roughly the same financial situation. The difference is one of the women has to stop work for seven years to care for an elderly parent. In addition to the lost annual income for that period, she returned to the workforce with a different trajectory from the loss of momentum within her career. It also points out the significant effect this job interruption can have on the woman's retirement savings in an employer sponsored plan. The woman who served without disruption had an "ending retirement account balance that was $400,000 higher without an employee match, and $800,000 higher with a match."

 

My focus has always been to "take care of my client's financial well being." This article is just another example of that. If you are not contacting us for your wealth management needs, why not?

 

 

 

 

 

Frank Deptola Documentary Series Vol. 1

Coordinating SSI/SSDI Benefits for Disabled Relatives

Frank Deptola dives into the complex and important discussion of SSI, SSDI, their differences, benefits, and qualifications. With a few very relevant hypothetical case studies included, there is alot of great information and education to be gained. Feel free to watch it as many times as you wish. Please use the 'Contact Us' tab at the top of the page to reach out for any specific questions, further information or additional resources to go along with this video.  

 

 

 

Case Study 1: Coordinating SSI/SSDI Benefits for Disabled Relatives

This case study is from our complete film on SSI/SSDI Benefits. This case study involves the topic of having a child with autism and preparing for their future.

 

Case Study 2: Coordinating SSI/SSDI Benefits for Disabled Relatives

This case study is from our complete film on SSI/SSDI Benefits. This case study involves the topic of having an adult child, with a love for dangerous activities, and an accident that could financially destroy their family.

 

Case Study 3: Coordinating SSI/SSDI Benefits for Disabled Relatives

This case study is from our complete film on SSI/SSDI Benefits. This case study involves the topic of a terminal illness diagnosis and the steps and response a family may take.

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Sneak Peek 1: Coordinating SSI/SSDI Benefits for Disabled Relatives

This sneak peek trailer gives you just a taste and idea of what could be gained from watching our entire film on SSI/SSDI Benefits or case studies.

 

 

Sneak Peek 2: Coordinating SSI/SSDI Benefits for Disabled Relatives

This sneak peek trailer gives you just a taste and idea of what could be gained from watching our entire film on SSI/SSDI Benefits or case studies.

 

 

Deptola Public Televisions 'Front Page' Commercial 

We had the honor and privledge of participating in 'Front Page', a public television documentary on Financial Empowerment. Here is the commercial from it. For the full short documentary, please refer to the video on our home page or keep scrolling down. Thank you!

 

 

 

 

 

 

Front Page Documentary

Late last year, Frank Deptola was selected to participate in Public Television's program, Front Page, as a content expert in an upcoming short-form standalone documentary series on Financial Empowerment. The Front Page film crew completed filming of the documentary in March, 2017. Editing of the documentary has recently been finished. The link below contains the final 6 minute documentary film on Frank Deptola & Associates made for this series. The Financial Empowerment series is aimed at providing objective education on personal finance to public television viewers across the nation. The host of FRONT PAGE is James Earl Jones. The following documentary film will be distributed to Public Television stations in all 50 states. Airing of the segment is for unlimited broadcast at each stations' discretion (estimated viewership and reach for one year is 60 million households). The format of the Public Television segment is non-commercial and strictly educational in nature.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck