Brown Bag Lunch: Long-Term Care Issues
Location: Mass School of Law, Andover, Mass.
Topic: Long-Term Care Issues
Speaker: Caleb Harty and Paul Collard
We will be discussing the state of the long term care industry, including the many changes that have taken place the past 5-10 years. We will also be discussing the various benefits having long term care planning in place can provide (tax benefits, protection of one's home from Medicaid, etc).
Hartly Financial & Insurance Services/New York Life
BIO: Caleb Harty, CFP® is the Principal of Harty Financial in Middleton, MA. He has a niche doing financial planning for families that have a child with special needs. He also focuses a large part of his practice on holistic retirement planning, including long term care asset protection. He and his wife Amanda live in North Reading MA.
Paul Collard is the Long Term Care Specialist for all of New York Life's Northeast Region and supports advisors like Caleb. He Brings 20+ years of long term care industry experience. Paul previously served as the Regional Vice President of Genworth’s national long-term care business.