Our Presentation Calendar

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

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Presentations Navigation

« Optimizing the Use of ABLE Accounts and Special Needs Trusts
Presenting an overview of the major Government Benefit Programs »

California State Fullerton Financial Planning Capstone Class

Thursday, May 9, 2024 @ 9:00 pm - 10:00 pm CDT

Mike Walther will be teaching the essential elements of a special needs financial plan to undergraduate and graduate students in the Financial Planning Capstone Class. This is a virtual on-line presentation.

Date: Thursday, May 9, 2024Begins: 9:00pm CST/7:00pm PT- virtual.

No rsvp or link is required – for students only.

Presentations Navigation

« Optimizing the Use of ABLE Accounts and Special Needs Trusts
Presenting an overview of the major Government Benefit Programs »

Details

Date:: Thursday, May 9, 2024
Time:: 9:00 pm - 10:00 pm CDT
Presentations Category:: Financial Planning

Event Location

: Virtual On-line Presentation

Organizer

: Oak Wealth Advisors
Phone: (847) 945-8888
Email: info@oakwealth.com
: View Organizer Website