Next Step Ministries will host a free virtual workshop on May 15th at 7PM. Mass Mutual will discuss critical considerations in preparing for the financial future of individuals with disabilities, such as the importance of creating a life care plan.
If you're interested, please RSVP by emailing nsm@nextstepministries.net today!

Financial planning often takes a back seat to the day-to-day caregiver responsibilities. This session will explore 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.

This webinar training is designed to provide participants with an understanding of financial planning for a person with special needs. By attending this training, participants will gain the knowledge and skills necessary to effectively budget and manage the financial resources of individuals with special needs, ensuring their long-term financial well-being, while protecting essential public benefits such as Medicaid and Social Security Income (SSI).