Loading Events

All events for Special Needs Estate/Financial Planning Free Consult

« All Events

March 2022

Special Needs Estate/Financial Planning Free Consult

March 8, 2022 from 10:00 am - 3:00 pm
|Recurring Event (See all)

An event every week that begins at 10:00 am on Tuesday and Thursday, repeating until May 26, 2022

MA United States

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…

Find out more »