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Discussion: Optimizing ABLE Accounts and Special Needs Trusts | January 20, 2026

Tuesday, January 20, 2026 @ 5:00 pm - 6:00 pm CST

A presentation for The King’s Daughters’ School Family Day

Please join us for an informational hour with Mike Walther, CFP, Senior Consultant and Director of Integration at Oak Wealth Advisors. Mike will be presenting on Optimizing ABLE Accounts and Special Needs Trusts.

Topic: Optimizing ABLE Accounts and Special Needs Trusts

Where: Virtual on-line presentation

RSVP: Not required

-Please find important disclosures about this resource HERE.

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Details

Date:: Tuesday, January 20, 2026
Time:: 5:00 pm - 6:00 pm CST
Presentations Category:: Special Needs Planning

Event Location

: Virtual On-line Presentation

Organizer

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