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October 2019

Special Needs Planning

October 16

Understand planning options and the latest planning strategies so that you can better support your beneficiaries with special needs – without disqualifying them from receiving other benefits.   Event Time TBA

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November 2019

Preventing Family Feuds: Successor Trustee Workshop

November 20

Bring your successor trustees to this session where we outline duties and responsibilities. We lead and facilitate the conversation to identify potential problems and prevent conflicts.   Event Time TBA

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