12 events found.

Oak Wealth Advisors Housing and Employment Networking Event

Topic: 8 Essential Elements of a Special Needs Financial Plan | June 15, 2022

Topic: Essential Elements of a Successful Special Needs Plan | July 3, 2022

Mike Walther to participate in SLN (Sibling Leadership Networks Podcast)

Topic: 8 Essential Elements of a Special Needs Financial Plan | Oct 6, 2022

Discussion October 13, 2022: Culture of Disability Class | Trends in Educational Services

Overview of Government Benefits | October 26, 2022

Discussion: Expediting Success and the Future of Financial Services
November 14, 2022
November 14, 2022

Discussion: Special Needs Planning Essentials for Financial Advisors | Jan 13, 2023

Optimizing the Use of Special Needs Trusts and ABLE Accounts | January 25, 2023

Discussion January 31, 2023: The topic will focus on Down Syndrome

Special Needs Planning Symposium February 2023