Mike Walther, president and managing member of Oak Wealth Advisors, will share the Special Needs Planning Essentials for Financial Advisors. January 13, 2023 @ 9:00AM Central/10:00AM Eastern @ NAPFA West Florida Study Group.
Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.
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
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