Exploring The Special Needs Map Tool

When:  May 8, 2024 from 12:30 to 13:30 (ET)

The May 2024 Special Needs Planning Community call will be held on Wednesday, May 8th at 12:30 PM ET.

Guest speaker Caleb Harty, with Harty Financial will be presenting, "Exploring The Special Needs Map Tool."

In this Knowledge Circle, Caleb will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients.

Caleb is a CFP Practitioner with more than a decade of experience in special needs planning and one of the creators of the Speical Needs Map software.

Location

Online Instructions: