Optimizing the Use of ABLE Accounts and Special Needs Trusts

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Optimizing the Use of ABLE Accounts and Special Needs Trusts

Tuesday, May 7, 2024 @ 6:00 pm - 7:00 pm CDT

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.

Details

Date:
Tuesday, May 7, 2024
Time:
6:00 pm - 7:00 pm CDT
Presentations Category:

Event Location

Virtual On-line Presentation

Organizer

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