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Optimizing the Use of ABLE Accounts and Special Needs Trusts | Kyo Care

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Tuesday, May 07, 2024 @ 6:00 pm - 7:00 pm
  • This event has passed.

**This event has been cancelled**

Please join us for a virtual informational hour…

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services from Oak Wealth Advisors for a virtual informational workshop focusing on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

Date
Tuesday, May 07, 2024
Time
6:00 pm - 7:00 pm
Categories
Special Needs Planning