Consider This Program 10-20-2020

Financial Planning Podcast

Do you have a child with special needs?

It is ideal to establish a Special Needs Trust to ensure that any government assistance they are eligible for is not jeopardized by distributions they may receive.

Today, our host Joe Clark and co-host Angi Kinser, have a great show lined up for us. They will be talking about some interesting and educational topics. They will help us understand Special Needs Trusts, what to consider before taking Social Security, and the roles of a corporate trustee. Also, they will talk about fitness trends and how far you would go to maintain your health.

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Joseph Clark, CFP®

Managing Partner

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