March 2022
Special Needs Estate/Financial Planning Free Consult
Free
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…
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