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October 2019

Special Needs Planning Seminar – Lunch & Learn – Serendipity Labs – 141 Traction St., Greenville, SC

12:00 pm — 1:00 pm
Serendipity Labs

Learn strategies to protect your loved one with special needs by using Trust planning, ABLE accounts and means-tested benefits.  Preserve your loved ones’ eligibility for means-tested benefits, provide for the beneficiary’s needs above and beyond minimal government benefits, allow for the effective management of beneficiary’s assets and protect assets from creditors and predators. 

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