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Special Needs Planning
Please join us for an informational seminar:

“Coordinating Your Special Needs Financial & Estate Plan”

Gain insight into the many issues you may face as a caregiver for special needs persons. Discover how government programs may pay for basic living expenses if certain conditions are met; and, careful planning is in place. Examine some of the steps you can take to make sure your special needs loved ones have the lifestyle you prefer -- during your life and after your death.

Caleb Harty, Financial Advisor*
Harty Financial

Brendan Harty, Financial Advisor*
Harty Financial

Contact Harty Financial with any questions at 978-304-4524
or at info@hartyfinancial.com

Presentation will also include a discussion of the following handouts:
• Public Benefits: A Holistic Guide for Families Who Have A Loved One with Special Needs
• Special Needs Planning: Creating a Budget

Duration: 1 hour

Nov 18, 2021 01:00 PM in Eastern Time (US and Canada)

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