Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023

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
Optimizing-the-Use-of-Special-Needs-Trusts-and-ABLE-Accounts

Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023

Wednesday, January 25, 2023 @ 6:00 pm - 7:00 pm CST

Please join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating and using ABLE Accounts and Special Needs Trusts.

Date: Wednesday, January 25, 2023
Time: 6:00-7:00 pm CDT

Where: New Trier High School
385 Winnetka Ave
Winnetka, IL 60093

With decades of personal and professional experience on the topics of special needs planning and financial planning, we can help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available.

Oak Wealth Advisors understands the challenges that your family is facing because we are also living with those same challenges. We have been educating and empowering families with special needs members by providing them with specific planning strategies that will make their lives, and the life of their loved one better.

Details

Date:
Wednesday, January 25, 2023
Time:
6:00 pm - 7:00 pm CST
Presentations Category:

Event Location

New Trier High School
385 Winnetka Ave
Winnetka, IL 60093 United States
+ Google Map