Brown Bag Lunch: Special Needs Financial/Estate Planning 101
Location: Mass School of Law, Andover, MA
1 Hour CFP CE credit for this program
Topic: Special Needs Financial/Estate Planning 101
Maximizing government benefits, preserving government benefits via estate planning techniques, financial planning (creating a long term budget for child, how to efficiently fund special needs trust), ABLE Act, and more.
Speaker: Caleb Harty majored in economics at Gordon College in Wenham MA and resides in North Reading with his wife Amanda. Caleb is an advisor specializing in life insurance strategies for: estate planning, special needs funding, and tax-free retirement. He runs Harty Financial & Insurance Services, started in 2010. He runs Harty Financial & Insurance Services through New York Life and is predominantly focused on special needs planning and life insurance strategies for families who have children with special needs. Caleb has a personal connection through his brother-in-law who has downs syndrome.