A presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts
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 Special Needs Trusts and ABLE Accounts
Date: April 3, 2024
Location: New Trier High School
(View location and map to right in side bar or below on mobile device)