Optimizing the Use of Special Needs Trusts and ABLE Accounts | May 11, 2023

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Optimizing the Use of Special Needs Trusts and ABLE Accounts | May 11, 2023

Thursday, May 11, 2023 @ 12:00 pm - 1:30 pm CDT

A Virtual presentation with Together for Choice

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

Date: Thursday, May 11, 2023
Time: 12:00 pm – 1:30 pm pm CST
Where: Virtual On-line Presentation

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.

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Details

Date:
Thursday, May 11, 2023
Time:
12:00 pm - 1:30 pm CDT
Presentations Category:

Event Location

Virtual On-line Presentation