Optimizing The Use of ABLE Accounts and Special Needs Trusts | Center for Independent Futures

Virtual Presentation – Optimizing The Use of ABLE Accounts and Special Needs Trusts

Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther.

This planning presentation will focus on and introduction to ABLE Accounts and Special Needs Trusts. It is beneficial for families with a loved one who has a diagnosis and who want to put the essential elements of a special needs plan in place that allows them to maximize their family’s financial resources.

Presentation for: Center for Independent Futures • Evanston, IL