Let’s spend some time together exploring the major differences from traditional financial planning and planning for those whom have a loved one with special needs. Families like mine have to balance benefits, estate planning and our own retirement at the same time. Imagine planning for 2 lifetimes from a cash flow and the choices that need to be made along the way. Let’s take a real look at what this looks like weaving together.
Lunch will be provided, registration is required.
Mary McDirmid, ChSNC, ChFC - Special Needs Financial Planner – Special Abilities NetworkWhen 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. Not to mention her leadership role as founder of Special Abilities Network and a volunteer advocate for kids with rare diseases. She takes the title “Mom Boss” seriously, just ask her! She understands the emotional and financial aspects of caring for a loved one with special needs because she is the parent of a special needs child herself. Let her guide you toward making educated financial decisions for your unique family situation. She’s been there and is there for you now.
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