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Join us to learn the Top 10 Special Needs Planning Recommendations from experts to improve planning for families.
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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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Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 10 Planning Tips for families with loved ones with special needs – Event at The King’s Daughters’ School. |
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