Essential Elements of a Special Needs Financial Plan | February 23, 2023

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Call out banner - Join us for a Presentation on The Essential Elements of a Successful Special Needs Plan.

Essential Elements of a Special Needs Financial Plan | February 23, 2023

Thursday, February 23, 2023 @ 6:00 pm - 7:30 pm CST

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs.

With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing because we also are living with those same challenges. We have been educating and empowering families with special needs members by providing them with specific planning strategies that will make their lives, and the life of their loved one better.

We are presenting to the Von Steuben Metropolitan Science Center
February 23, 2023 6:00pm – 7:30pm
(On-line Presentation)

Mike is the first Illinois financial planner admitted into the Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader. Former treasurer of National Association for Down Syndrome, Former Treasurer Northern Suburban Special Recreation Foundation, Advisory Board Member at the Frist Center for Autism and Innovation at Vanderbilt University.

Details

Date:
Thursday, February 23, 2023
Time:
6:00 pm - 7:30 pm CST
Presentations Category:

Event Location

Von Steuben Metropolitan Science Center
5039 North Kimball Avenue
Chicago, IL 60625 United States
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Phone:
(773) 534-5100
View Event Location Website