Join NAMI Nevada for an informational seminar
“Coordinating Your Special Needs Financial & Estate Plan”
September 2, 2020
12:00 – 1:00 PM PT
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.
Sponsored by: Caleb Harty, CFP® Financial Advisor* Founder and Principal, Harty Financial
RSVP to info@hartyfinancial.com with your name and phone number to receive a custom meeting link.
Contact Harty Financial with any questions at 978-972-5961 or at info@hartyfinancial.com
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, and Exceptional Parent.
*Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor & Registered Representative offering securities through NYLIFE Securities LLC, member (FINRA/SIPC), A Licensed Insurance Agency, 189 North Main Street, Middleton, MA 01949. Harty Financial is not owned or operated by NYLIFE Securities LLC or its affiliates. This is an informational & educational presentation. Neither Harty Financial, its staff nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal and accounting advice. Any discussion of investment products is informational only and not intended as a solicitation of those types of products. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.