Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. Learn about the benefits of Achieving a Better Life Experience (ABLE) account, how to apply for this tax-advantaged savings program, and how to evaluate the various account options.

There will also be a discussion of Special Needs Trusts. Both account types allow individuals with disabilities to accumulate assets without reducing their eligibility for means-tested disability benefits such as Supplemental Security Income (SSI) or Medicaid.

This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

Topic: Optimizing the Use of ABLE Account and Special Needs Trusts
Date: Tuesday October 8, 2024
Time: 6:00 pm – 7:00 pm
Group Location: Giant Steps