Together for Choice
TFC Webinar - The Top 11 Special Needs Financial Planning Tips
Mike Walther, Founder and President of Oak Wealth Advisors, presents “The Top 11 Special Needs Financial Planning Tips” (because parents...
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Webinars & Blog
Together for Choice
May 11, 20231 min read
Webinar - Optimizing the Use of Special Needs Trusts and ABLE Accounts
Mike Walther, Certified Financial Planner and Founder of Oak Wealth Advisors, hosts an informative workshop that focuses on...
Together for Choice
Mar 30, 20231 min read
Webinar - Navigating Life after 18
What parents need to the consider when you special needs child turns 18. Guardianship vs Supported Decision Making Agreement; SSI before...
Together for Choice
Sep 28, 20221 min read
Webinar - Planning for a Loved One with Special Needs
Kevin Urbatsch of The Urbatsch Law Firm P.C. goes through the need for planning, a summary of public benefits, a list of planning...
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