Building a Path to Support: Navigating the Stages of Financial Planning

Financial planning often takes a back seat to the day-to-day caregiver responsibilities. This session will explore ways to develop a long-term financial plan when your child is fully dependent. Additionally, it will help families understand the numerous stages to be considered while developing a special needs master plan for their loved one.

Presented by Mary McDirmid with All Needs Planning; top considerations they hear and help their clients with include:

• government benefits
• funding their lifetime
• tax efficiency
• insurance
• housing
• employment
• trusts
• ABLE
• estate planning

All Needs Planning believes that their clients are very capable of doing this planning, the emotional aspect cannot be overstated as the biggest culprit in procrastinating. Understanding how math, emotion and habits intersect is their specialty.

This event will take place on Thursday, May 15th at 8:00 pm ET (7:00 pm CT, 6:00 pm MT, 5:00 pm PT).