Designing the Durable Plan: How to Make Special Needs Plans Survive 30+ Years
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Join the Speical Needs Planning Community for more advanced, systems-level discussion on governance, continuity, institutional memory, and why long-term success depends more on structure and process than on documents alone.
Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0