Updated Friday, February 27, 2015 as of 4:10 PM ET

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Sun Group Takes Unique Approach to Community Building

Ann Marsh

Some planners join boards. Others volunteer for local causes. Sun Group Wealth Partners in Irvine, Calif., decided to build bridges with its community by funding memberships for about 1,000 families of kids with special needs like autism to a unique educational museum called Pretend City.

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