The Purpose of Special Needs Financial Planning (Special Needs Financial Planning)
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Course curriculum
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Introduction
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The Role of Government Benefits
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Special Needs Trusts
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ABLE Accounts
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Private Wealth Management for Lifelong Care
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Legal & Advocacy Tools
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Coordinated Special Needs Planning
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Maxiam Capital's Special Needs Planning Framework
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About this course
- Free
- 8 lessons
- 0.5 hours of video content