Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
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.