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Exploring The Special Needs Map Tool
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Guest speaker Caleb Harty will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients.
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Caleb Harty, CFP®
Advisor
Harty Financial
Caleb is CFP practitioner with more than a decade of experience in Special needs planning and one of the creators of the Special Needs Map software.
Key:
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Exploring The Special Needs Map Tool
05/08/2024 at 10:30 AM (MDT) | 60 minutes
05/08/2024 at 10:30 AM (MDT) | 60 minutes
Guest speaker Caleb Harty will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients.