When

Tuesday, December 8, 2020 from 6:00 PM to 7:00 PM EST
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Where

This is an online event.


 
 

Contact

Michelle Mendes 
Family Empowerment 
413-585-8010 
michelle.mendes@pathlightgroup.org 

 

 

 

 

Coordinating your Special Needs Financial & Estate Plan, and maximizing government benefits

 with Caleb Harty, CFP, Financial Advisor*, Founder and Principal of Harty Financial, Family Empowerment and Autism Connections 

 

Topics in this free, community webinar include:
  • maximizing government benefits
  • preserving government benefits via estate planning techniques
  • financial planning (creating a long-term budget for your child, how to efficiently fund special needs trust)
  • the ABLE Act, and more

When you register, submit any questions you would like Caleb to consider for the presentation. 

Please note that this webinar will not be recorded and the PowerPoint presentation will not be shared due to copyrights of some organizations represented in the resources. Other resource material will be sent to registrants prior to the meeting to help follow along with the webinar, so please register early!