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This resource is a workbook-style e-book that combines the insights from the financial planning modules into a series of actionable checklists. It includes a pre-meeting checklist for gathering necessary documents, a comparison guide for ABLE Accounts and Special Needs Trusts, and templates for creating a Letter of Intent.
This resource is a workbook-style e-book that combines the insights from the financial planning modules into a series of actionable checklists. It includes a pre-meeting checklist for gathering necessary documents, a comparison guide for ABLE Accounts and Special Needs Trusts, and templates for creating a Letter of Intent.