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Special Needs Estate/Financial Planning Free Consult
March 31 from 10:00 am - 3:00 pm
An event every week that begins at 10:00 am on Tuesday and Thursday, repeating until May 26, 2022
We are offering a Free Zoom or phone consultation now through Memorial Day weekend (Tuesday and Thursdays 10-3pm, 30 minute slots) with a recognized special needs planning professional Caleb Harty, CFP®. Caleb attends Grace Chapel, speaks annually for Joni and Friends New England, and many other Arcs, SEPACs and other groups. He also has previously written for Forbes, Kiplinger, and other publications on special needs strategies. Caleb attended Gordon College with a degree in economics and holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The connection for him is a personal one, his brother-in-law Alex has Down syndrome and his nephew has Autism. Caleb has a heart for helping families in this niche area plan for the long term and help families “check off the peace of mind box”. Webinars also throughout the winter and spring. Please email firstname.lastname@example.org to inquire.
Best regards, Caleb HartyCERTIFIED FINANCIAL PLANNER™ (CFP®)Harty Financial”Checking off the peace-of-mind box” ™
hartyfinancial.com | My Zoom Link | Book a 15-minute call
189 North Main St., Suite 204AMiddleton MA, 01949978.972.5961Caleb Harty is a Registered Representative offering securities through NYLIFE Securities, LLC (member FINRA/SIPC), a Licensed Insurance Agency. He is also an Investment Advisor Representative of Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life companies. Harty Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.