Past Events
Date: May 17th, 2023
Location: Uprise Brewing
Time: 11:30 AM - 1:00 PM
Speaker: Mary McDirmid, ChSNC, ChFC
Presentation Title: Special Needs Financial Planning, How is it Different?
Summary: 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.
