Mike Walther, Certified Financial Planner and Founder of Oak Wealth Advisors, hosts an informative workshop that will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making.
Presentation slides and supplemental information materials are provided below.
Together For Choice Session 2 Planning for Adulthood and Continuity of Care June 2023
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Supported Decision Making Map
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SPECIAL NEEDS ADVISORY - Top 10 Special Needs Planning Mistakes-3
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SPECIAL NEEDS ADVISORY - Top 10 Special Needs Planning Tips
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Download PDF • 79KB
MCW Bio for 2023
.docx
Download DOCX • 14KB