June 30, 2020 –
Please join us for an informational seminar
“Coordinating Your Special Needs Financial & Estate Plan”
Webinar for NAMI Newton-Wellesley
Topics include 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.
Caleb Harty, CFP®
Founder and Principal, Harty Financial
RSVP to email@example.com with your name and phone number to receive a custom meeting link (50 person limit).
Contact Harty Financial with any questions at 978-972-5961 or at firstname.lastname@example.org
Caleb Harty is a principal at Harty Financial and holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He has his B.A. in Economics from Gordon College in Wenham, Mass., and is also a graduate of the National Outdoor Leadership School (NOLS), which he attended in the Yukon Territory, Canada. Caleb is also an Emergency Medical Technician (EMT) and volunteers with the Red Cross.
Caleb has a niche specializing in working with families that have a child with special needs. The connection is a personal one, as his brother-in-law has Down syndrome. He had been published in Forbes, Kiplinger, Exceptional Parent, and other national publications.
← Return to calendar