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Please join us for an informational hour with Founder and President of Oak Wealth Advisors, Mike Walther. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. Learn about the benefits of an Achieving a Better Life Experience (ABLE) account, how to apply for this tax-advantaged savings program, and how to evaluate the various account options. |
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Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with loved ones who are around the magic age of 18. |
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Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses 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. |
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Please join us for a virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with loved ones who are around the magic age of 18. |
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