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Webinars & Blog
Together for Choice
Apr 2, 20241 min read
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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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...
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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...
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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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