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Joshua’s Path Seminar Series
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Letters of Intent, Special Needs Trusts and Able Accounts
Letters of Intent, Special Needs Trusts and Able Accounts
It is incorrect to assume that financial planning is strictly for the wealthy. This workshop addresses the importance of financial and estate planning for people with developmental disabilities, including letters of intent, special needs trusts, beneficiaries and trustees, Able Accounts, benefits of using a financial planner and how to find an experienced and honest financial […]
