The Essential Elements of A Successful Special Needs Plan | February 16, 2022

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Below are scheduled upcoming speaking engagements
that you may be interested in attending.
Please note that you may need to pre-register to attend.

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The Essential Elements of A Successful Special Needs Plan | February 16, 2022

Wednesday, February 16, 2022 @ 7:00 pm - 8:00 pm CST

Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will illustrate multiple strategies to improve the future for your loved one with special needs.

Wednesday, February 16th, 2022
7:00 – 8:00 pm

New Trier High School
385 Winnetka Ave
Winnetka, IL 60093

EPI 301 Conference Room

With decades of personal and professional experience on the topics of special needs planning and financial planning, we can help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available. (Spoiler alert – no insurance products have to be purchased in order to achieve a more successful special needs plan!)

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.

Please RSVP by Friday, February 11 to randi@oakwealth.com

Details

Date:
Wednesday, February 16, 2022
Time:
7:00 pm - 8:00 pm CST
Presentations Category:

Organizer

Randi Gillespie
Phone:
847-945-8888
Email:
randi@oakwealth.com
View Organizer Website

Event Location

New Trier High School
385 Winnetka Ave
Winnetka, IL 60093 United States
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