Now serving clients nationwide

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.

  1. Presentations
  2. Financial Planning

Views Navigation

Presentations Views Navigation


Special Needs Planning Symposium February 2023

Meritage Resort & Spa 875 Bordeaux Way, Napa, CA

Mike Walther to discuss: ABLE Accounts - Understanding, Evaluating, and Using Them
Saturday Feb. 11th, 2023 @ 9:50 a.m.
Meritage Resort and Spa, Napa, CA
For Details:https://sntsymposium.com/snt-symposium-agenda-2023/
This session covers the fundamentals of ABLE, who qualifies, what benefits they receive, and what limitations are in the program. The speakers (Mike Walther) will then show how