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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PLANNING FOR ADULTHOOD AND CONTINUITY OF CARE | CENTER FOR INDEPENDENT FUTURES Join Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, for an engaging and informative workshop on the key planning considerations for adults with disabilities and ways that family members can assist with their decision making. Topics discussed include guardianship, powers […] |
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