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Futures Planning Webinar: Strategies to Fund a Special Needs Trust
January 14 @ 12:00 pm - 1:00 pm
During this seminar, we will explore ways to fund a special needs trust, plan for the unknown, minimize tax exposure and ensure an income stream for your adult child.
Cortney Heykoop, Financial Advisor with Clover Leaf Wealth Strategies.
Tia Marsili, Director of Trusts, The Arc of Northern Virginia