Episode 158: There’s More to Money than Money - Part I

What is an accredited investor & why should it matter to families that consist of caregivers, the neurodivergent, or the elderly?

In the first of a series of episodes on money & special needs, Shawn & Brian discuss the current definition of an accredited investor, the pending legislation that could change that definition, & why or how that can affect underserved or marginalized communities.

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