Building a Path to Support: Navigating the Stages of Financial Planning Webinar
May 15 @ 8:00 pm - 9:00 pm
This event will help families understand the numerous stages to be considered while developing a special needs master plan for their loved one experiencing a disability.
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).