With experts from the fields of financial planning, disability services, and governmental benefits, we want to share this important information with you and your loved ones.
Webinar #1
Special Needs Financial Planning Tips | Thursday, March 26, 6PM – 7PM, via Zoom
Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors as they discuss our curated list of Special Needs Financial Planning Tips.
Oak Wealth Advisors is an award-winning firm providing fiduciary planning services for families across the country. Oak Wealth Advisors received the National Association of Personal Financial Advisors 2023 Excellence in DEI Award for their work with people with disabilities. In 2023, Mike was recognized by Investment News as one of their inaugural Hot 100 whose contributions have helped shape the wealth industry. In 2024, the firm was selected by Newsweek as one of the Top Financial Advisory firms in the United States.
Drawn from their decades of experience navigating the special needs community with their clients and families, this presentation provides families with the most important strategies that they can implement to improve their success in planning for their loved one’s future.