Our Presentation Calendar

Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

This presentation has passed.

Livestream @ Time of Event

Presentations Navigation

Year-End Special Needs Planning Webinar 2023

Thursday, December 7, 2023 @ 5:00 pm - 8:00 pm CST

Finish The Year Strong With Special Needs Planning – Live Webinar

Key updates to housing, Social Security and more.

As year-end approaches, Oak Wealth Advisors founder and president is co-hosting a special needs planning webinar for families around the country. The presenters are all experienced advisors and each will be sharing different planning opportunities and updates for the end of 2023 and the start of 2024. We hope you will be able to join us.

Featuring Speakers

Annette Hines Esq Special Needs Law Group
Eric Jorgensen MS MBA Special Needs Navigator
Michael C. Walther Il CPA/PFS, CFP®, CFA®Oak Wealth Advisors Kristin Carleton CEO Special Abilities Network
Mike Beloff CFP®, ChSNC®,CAP®, ChFC®, Belvedere Wealth Partners

Presentations Navigation

Details

Date:: Thursday, December 7, 2023
Time:: 5:00 pm - 8:00 pm CST
Presentations Category:: Special Needs Planning
Website:: https://bit.ly/3MTFRtN

Event Location

: Virtual On-line Presentation

Organizer

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