Mike Walther, President, and Founder of Oak Wealth Advisors will share the Essential Elements of a Successful Special Needs Plan to the North Carolina Association of CPA’s (NCACPA).
Registration Details are below. Users will need an account with NCACPA to register and can make a free non-member account with an email and password. Registration for non-member s is $5.00
SN001323: Essential Elements of a Special Needs Financial Plan
When: Tuesday, March 26, 2024 @ 12:00pm –1:00pm EST