Our Presentation Calendar

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

New Trier High School 385 Winnetka Ave, Winnetka, IL

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,...

The Essential Elements of a Special Needs Financial Plan | Atlanta 2022

Omni Atlanta Hotel 100 CNN Center, Atlanta, GA

Join Mike as he leads a presentation at The National Association of Personal Financial Advisors Spring National Conference.

What: The Essential Elements of a Special Needs Financial Plan
When: May 4 – May 7, 2022
Where: The Omni Atlanta Hotel at CNN Center, Atlanta GA