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How To Plan For A Child With Special Needs

How To Plan For A Child With Special Needs

On this week’s podcast, Jeff welcomes Robert Wheatley, Managing Vice President of the Trilogy Financial, Torrance, California office.  Jeff and Robert sit down and discuss how to plan for a child with special needs.

 

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Robert Wheatley Jr.

Robert Whetley

Managing Vice President

Jeff Motske, CFP®

Jeff Motske, CFP®

President & CEO

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