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November 14, 2022
Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023 »

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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Details

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