TOP 10 SPECIAL NEEDS PLANNING RECOMMENDATIONS | THE KING’S DAUGHTERS’ SCHOOL
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, as we discuss our curated list of Special Needs Financial Planning Tips. Drawn from our decades of experience navigating the special needs community with our clients and families, this presentation provides families with the most important strategies that they can implement to improve their success in planning for their loved one’s future.
This presentation is ideal for families who are early in their special needs financial planning journey, and would like an overview of steps to take.
With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing. Join us for this informative presentation.
Where: The King’s Daughters’ School
