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 30, 2023 @ 7:30 pm - 8:30 pm CDT

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families who have a loved one with Down Syndrome and want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

The topic: Optimizing the Use of ABLE Accounts and Special Needs Trusts
Date: Tuesday, May 30, 2023 @ 7:30 pm.

Learn more about GiGi’s Playhouse

Details

Date:
Tuesday, May 30, 2023
Time:
7:30 pm - 8:30 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