Optimizing the Use of Able Accounts and Special Needs Trusts
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP, CFA and founder of Oak Wealth Advisors. Parents and guardians will learn about ABLE Accounts and Special Needs Trusts and how to optimize the use of them.
Optimizing the Use of Able Accounts a...
Date and Time
Tuesday Sep 16, 2025
7:00 PM - 8:00 PM CDT
Tuesday, September 16th at 7pm
Location
Virtual
Fees/Admission
Free event. Must be registered.
Contact Information
Amy Schweikart
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