OPTIMIZING ABLE ACCOUNTS & SPECIAL NEEDS TRUSTS | NATIONAL DOWN SYNDROME SOCIETY
Join Mike Walther, CPA/PFS, CFP®, CFA®, founder of Oak Wealth Advisors, for an engaging and informative workshop on ABLE Accounts & Special Needs Trusts, and how to optimize their use. We will explain the benefits of the ABLE Account, and how it can be used to solve problems faced by families with loved ones with special needs. Special Needs Trusts will be discussed and how they supplement government benefits and can protect your loved one.
This presentation is ideal for families who seek to learn more about how to navigate the financial aspects of caring for their loved one with a disability.
With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing. Join us for this informative presentation.
Where: Virtual Online
