SPECIAL NEEDS PLANNING - AN OVERVIEW OF GOVERNMENT BENEFITS
Please join us for an information hour with Mike Walther, CPA/PFS, CFP, CFA and founder of Oak Wealth Advisors as we discuss Government Benefits
Thursday, January 16th at 7:00 pm
Who is eligible for benefits? How do you access them? Government benefits are valuable throughout your loved one's lifetime. This presentation benefits families who want to understand what benefits are favorable and what the requirements are for eligibility. Successfully obtaining benefits provides income and medical support. For families with loved ones who are teenagers, or young adults, this information is essential.
About Oak Wealth Advisors - Oak Wealth Advisors is the only national financial services firm focused on serving the disability community. Oak Wealth Advisors received the National Association of Personal Financial Advisors 2023 Excellence in DEI Award for their work with people with disabilities.