A presentation for TrueNorth Educational Cooperative 804

Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses 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.

Topic: Optimizing the Use of ABLE Accounts and Special Needs Trusts

Date: February 6, 2025

Time: 7:00pm – 8:00pm

Where: Virtual On-line