Please join Founder and President of Oak Wealth Advisors, Mike Walther, as he presents “The Top 11 Special Needs Financial Planning Tips” (because parents of loved ones with special needs always have more to do!) to Together for Choice families. Oak Wealth Advisors understands the challenges that your family is facing because we are also 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 Walther received his BS degree in Economics and MBA with concentration in Accounting from Vanderbilt University. He holds all three of the most respected financial services professional designations: the CPA/PFS designation, the Certified Financial Planner(TM) designation, and he is a CFA charter holder.
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