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Advanced Special Needs Planning Workshop

September 3 @ 12:00 pm - 2:00 pm

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This workshop will take a deeper look at the ins and outs of the estate plan, the special needs trust, and the financial planning behind it.

We will be answering some of the tough questions about trustee selection and outlining our “Three-legged stool” approach to create checks and balances for a secure trust administration system.

Details

Date:
September 3
Time:
12:00 pm - 2:00 pm
Series:
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Venue

Online