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family and money

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.


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robert wheatley

Robert Whetley

Managing Vice President

jeff motske

Jeff Motske, CFP®

President & CEO

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