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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.

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Planning for Adulthood and Continuity of Care | Presentation for JCFS

Virtual On-line Presentation
Online Event

Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.
Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. ...DETAILS HERE