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 of attorney, supported decision-making, housing, employment, and transportation.
This presentation is ideal for families with a loved one who is in high school or transitioning into adulthood.
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
