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Podcast: Financial Planning Explained
Episode:

Special Needs Planning with Steve Potts, Esq.

Category: Education
Duration: 00:29:37
Publish Date: 2021-01-04 15:58:01
Description:

On this weeks on Financial Planning: Explained, host Michael Menninger, CFP sits down with Steve Potts, Esq. of Herr Potts & Potts. Steve and Michael discuss Special Needs Planning as it relates to Estate Planning. Topics covered range from potential government benefits to setting up trusts for people with special needs.

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