Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts

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Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts

Wednesday, April 3, 2024 @ 6:00 pm - 7:00 pm CDT

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
Time: 6:00-7:00pm
Location: New Trier High School

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Details

Date:
Wednesday, April 3, 2024
Time:
6:00 pm - 7:00 pm CDT
Presentations Category:

Organizer

Oak Wealth Advisors
Phone
(847) 945-8888
Email
info@oakwealth.com
View Organizer Website

Event Location

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