Event

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

May 15, 2025 at 8:00 PM ET

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).

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.