Brown Bag Lunch: ABLE Accounts
Location: Mass School of Law, Andover, Mass
Topic: ABLE Accounts
Speaker: Caleb Harty, CFP
Harty Financial/Eagle Strategies, LLC
We'll be talking about ABLE accounts, which are new saving accounts for individuals with special needs (funds grow and can be withdrawn tax-free if used appropriately). There are many advantages, but also some pitfalls and disadvantages we'll be covering as well as the overall rules and requirements. We'll also be covering a couple of case studies of clients we've had that it works well for.
BIO: Caleb is the Principal of Harty Financial and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He has his BA in Economics from Gordon College in Wenham, MA and is a graduate of the National Outdoor Leadership School (NOLS) which he attended in the Yukon Territory, Canada. He also is a licenses Emergency Medical Technician (EMT) and volunteers with the Red Cross. Caleb focuses primarily on working with parents that have a child with special needs and financial planning for business owners. His brother-in-law Alex has Down Syndrome and he is very involved in the special needs world, frequently speaking to parent groups throughout the Boston area.