Presentation for JCFS

Topic: Top 10 Special Needs Financial Planning Tips
Date/Time: January 8, 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 as we discuss our curated list of Special Needs Financial Planning Tips.

Drawn from our decades of experience navigating the special needs community with our clients and families, this presentation provides families with the most important strategies that they can implement to improve their success in planning for their loved one’s future.