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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Saturday, April 18, 2020
Transition Summit – Focus On Finances | April 18, 2020
Saturday, April 18, 2020 @ 9:00 am – 3:00 pm
Hoffman Estates Village Hall
1900 Hassell Rd
Hoffman Estates, IL 60169
Simplifying The Complex:
The Essential Elements of a Special Needs Plan
Decision Making Assistance for our Loved Ones With Special Needs – Town Hall Discussion
Presentation: Protecting Someone Special
Learn how you can protect the future of loved ones with special needs through Guardianship, Powers of Attorney, Trustees and Supported Decision Making.
Find out more »Thursday, May 7, 2020
The 2020 National Down Syndrome Society Adult Summit
The 2020 National Down Syndrome Society Adult Summit is being held at The Phoenician Resort in Scottsdale, Arizona on May 7-9th. The 2020 NDSS Adult Summit is open to all individuals who play any role in the life of individuals who have Down syndrome. The Summit will cover important and critical topics for all adults with Down syndrome and I/DD. Mike Walther will explain the essential elements of a successful special needs plan for families with members who have Down…
Find out more »Special Needs Planning Presentation | May 14, 2020
Evaluating Guardianship and other Assisted Decision-Making Alternatives. The options for assisted decision-making for those with special needs can be confusing, costly, and overwhelming for parents and caregivers. Oak Wealth Advisors‘, Mike Walther, along with Nancy Spain, a special needs estate planning and guardianship attorney from Spain, Spain and Varnet with decades of experience, will help families compare their options so that they can be confident in making the best decision for their loved one. RSVP by May 7th to Jen…
Find out more »Wednesday, June 10, 2020
Essential Elements of a Special Needs Financial Plan
Mike Walther will be speaking at the AICPA (American Institute of Certified Public Accountants) Conference to over 5,000 attendees… Advising families with members with special needs is one of the most satisfying yet most complicated services a financial provider can provide. To do so effectively, a financial planner needs to know how public benefits can be used to supplement an individual’s other resources. This session addresses how to counsel a family with a loved one with special needs and addresses…
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