Episode 8 – Featuring Susan Hudkins

Our Director of Special Needs Services, Randi Gillespie is speaking with a friend of Oak Wealth Advisors, Susan Hudkins.

Susan will share her expertise in drafting and updating her family’s letter of intent, which is among the best we’ve ever seen.

A letter of intent, or what Oak Wealth Advisors likes to call the Ultimate Care Guide, is a dynamic, ever-changing document that will be the care giver’s road map to a happy, healthy life for our loved one.

Please find important disclosures about this resource HERE.