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Seven Planning Challenges for SMI (Severe Mental Illness) Caregivers
Guest Expert: Paul Peeler, Integrated Financial Group
Date:
Attendee's Excellent Rating: 88%
Webinar Replay Description

In this webinar financial advisor, Paul Peeler, discussed the invisible side of caring for a child or loved one with a severe mental illness. We covered often-overlooked aspects of planning for these families – financial, legal, and emotional - and what clients can do to take meaningful steps forward. 

 

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10.26.2023 - Planning Challenges