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CLIENT CASE STUDY The Problem: ❓ How can a single mother ensure both her income during #retirement and her disabled son’s financial security after her passing through her pension offering? Background: 📍 Client is a 53 year old divorced single mother. 📍 She has a #disabled adult son who is 19 years old. He is unlikely to work, and hopes to be on #SSI his whole life. 📍 Client is expecting to retire in 10 years. We are planning for the first retirement (hers) and the second retirement (the life
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