Event
Building a Path to Support: Navigating the Stages of Financial Planning
May 15, 2025 at 8:00 PM ET
Watch an archived recording of this event
Financial planning often takes a back seat to the day-to-day caregiver responsibilities. This session explored 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.
Our Panel
Mary McDirmid, ChSNC®, ChFC®, Chief Operations Officer, Financial Advisor
When Mary isn’t helping families navigate the world of special needs financial planning, she is being a wife to Jay and a mom to Charlie and Ruth. In addition to her leadership role at All Needs Planning and a volunteer advocate for kids with rare diseases. She takes the title “Mom Boss’ seriously, just ask her! Mary understands the emotional and financial aspects of caring for a loved one with special needs because she is the parent of a child with a rare disease.