Please join Mike Walther, Certified Financial Planner and Founder of Oak Wealth Advisors for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. Learn about the benefits of ABLE, how to apply for this tax-advantaged savings program, and how to evaluate the various account options. There will also be a discussion of Special Needs Trusts. These two planning elements allow individuals with disabilities to accumulate assets without reducing their eligibility for means-tested disability benefits such as Supplemental Security Income (SSI) or Medicaid. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.
With decades of personal and professional experience on the topics of special needs planning, Oak Wealth Advisors understand the challenges that your family is facing because we are also living with those same challenges. Oak Wealth Advisors 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.
Presented by Together For Choice.