Optimizing the Use of ABLE Accounts and Special Needs Trusts
Optimizing the Use of ABLE Accounts and Special Needs Trusts
**This event has been cancelled**
Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services from Oak Wealth Advisors for a virtual informational workshop focusing on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.
...DETAILS HERE