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Discussion: Special Needs Planning Essentials for Financial Advisors | Jan 13, 2023

  • Discussion: Special Needs Planning Essentials for Financial Advisors | Jan 13, 2023

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Discussion: Special Needs Planning Essentials for Financial Advisors | Jan 13, 2023

Friday, January 13, 2023 @ 9:00 am CST

Mike Walther, president and managing member of Oak Wealth Advisors, will share:

Special Needs Planning Essentials for Financial Advisors.

January 13, 2023
9:00 am Central
10:00 am Eastern

NAPFA West Florida Study Group

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Please find important disclosures about this resource HERE.

Details

Date:
Friday, January 13, 2023
Time:
9:00 am CST
Presentations Categories:
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Website:
https://oakwealth.com/contact-us/#our-contact-form