Special Needs Financial Planning Workshop

Join our workshop with Caleb W. Harty of New York Life and learn about special needs financial and estate planning. Caleb describes this workshop as being holistic in scope with topics to include: Government benefits and eligibility (SSI, Mass Health), special needs trusts, financial planning for funding, new laws and regulations, and more.
Workshop will be held on Monday evening 11/21 from 6:30pm-7:45pm. Please RSVP to Kelley Daron and reserve your seat.

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