Presentation for JCFS

Topic: Planning for Adulthood and Continuity of Care
Date/Time: March 12, 2024 @ 6:00-7:00 CST

Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.

Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. Housing, employment, transportation, and other planning challenges will also be discussed. We will highlight the value of a care guide/letter of intent. This document provides the key information that future care givers will need to maintain your loved one’s quality and continuity of care.

This presentation is ideal for families with a loved one who is in high school or who has recently entered adulthood.