DL Parent Workshop - VIRTUAL

What

DL Parent Workshop - VIRTUAL

When

2/23/2023, 6:00 PM – 7:30 PM

Where

Virtual ZOOM call

ESSENTIAL ELEMENTS OF A SPECIAL NEEDS FINANCIAL PLAN

When: Thursday, February 23rd from 6:00-7:30 pm

Where: Virtual ZOOM call

Please email Randi Gillespie at [email protected] to register for this virtual presentation

More Info: Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs.  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 because we also are living with those same challenges. We have been educating and empowering families with special needs members by providing them with specific planning strategies that will make their lives, and the life of their loved one better.

Mike is the first Illinois financial planner admitted into the Academy of Special Needs Planners, NAPFA Special Needs MIX Group founder and leader. Former treasurer of National Association for Down Syndrome, Former Treasurer Northern Suburban Special Recreation Foundation, Advisory Board Member at the Frist Center for Autism and Innovation at Vanderbilt University.

Topic: CPS - Essential Elements of a Special Needs Financial Plan

Time: Feb 23, 2023 06:00 PM Central Time (US and Canada)