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Learn more about key concepts and topics related to financial planning.

Using Micro Boards to Manage Special Needs Trusts

A Micro Board is made up of no more than 5 to 7 people who collaborate to manage various aspects of a person’s life, such as health care, employment, education, and financial planning. The group works together to create and maintain a long-term plan, with each member bringing their expertise and perspective to the table.

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