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Please join us for an informational hour with Mike Walther, CFP, Senior Consultant and Director of Integration at Oak Wealth Advisors. Mike will be presenting on Optimizing ABLE Accounts and Special Needs Trusts.
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TOP 10 SPECIAL NEEDS PLANNING RECOMMENDATIONS | CENTER FOR INDEPENDENT FUTURES Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, as we discuss our curated list of Special Needs Financial Planning Tips. Drawn from our decades of experience navigating the special needs community with our […] |
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