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Discussion: Optimizing ABLE Accounts and Special Needs Trusts

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Discussion: Optimizing ABLE Accounts and Special Needs Trusts

Tuesday, October 7, 2025 @ 7:00 pm - 8:00 pm CDT

Please join us for a virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with loved ones who are around the magic age of 18.

TOPIC: Optimizing ABLE Accounts and Special Needs Trusts
RSVP: RSVP is not available yet (TBD)
GROUP LOCATION:  Virtual
FOR: Northbrook YMCA

-Please find important disclosures about this resource HERE.

Details

Date:
Tuesday, October 7, 2025
Time:
7:00 pm - 8:00 pm CDT
Presentations Category:

Event Location

Virtual On-line Presentation

Organizer

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