Optimizing the Use of ABLE Accounts and Special Needs Trusts

Our Presentation Calendar

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

Loading Presentations
Livestream
Optimizing-the-Use-of-ABLE-Accounts-and-Special-Needs-Trusts-featured-post

Optimizing the Use of ABLE Accounts and Special Needs Trusts

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

**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.

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