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Special Needs Planning with Consolidated Planning Group

Special Needs Planning with Consolidated Planning Group

Enabling Adults Living With a Disability to Spend Their Own Money and Increase Their Independence

Special Needs Planning with Consolidated Planning Group · Sep 5, 2025 · 1:00:06

0:001:00:06

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An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a prepaid, reloadable Visa debit card designed to help people who may be at risk of exploitation or financial abuse – including adults with disabilities – manage their money. The True Link Visa Card, that helps families protect the finances and independence of the people they support. Join this webinar to hear from Peter Wall, Director of Fiduciary Services, at True Link financial, as he explains the benefits of this unique debit card including: Help Give Financial Independence and Keep Track of Spending Set Custom Spending Rules Help Prevent Risky Purchases and Cash Withdrawals Help Protect Public Benefits Eligibility Funding from a Special Needs Trust

Episodes: Special Needs Planning with Consolidated Planning Group

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