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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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Today

A presentation: Overview of Government Benefits February 21, 2024

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

Mike Walther, Founder and President of Oak Wealth Advisors, will be presenting an overview of the major Government Benefits Programs. He will highlight the opportunities for the greatest impact and how to avoid the most common mistakes. ...DETAILS HERE

Presentation to the North Carolina Association of CPA’s | March 26, 2024

Virtual On-line Presentation

Mike Walther, President, and Founder of Oak Wealth Advisors will share the Essential Elements of a Successful Special Needs Plan to the North Carolina Association of CPA’s (NCACPA).

Registration Details are below. Users will need an account with NCACPA to register and can make a free non-member account with an email and password. ...DETAILS HERE

$5.00

The Top 11 Special Needs Financial Planning Tips | April 2, 2024

Virtual On-line Presentation

Please join Founder and President of Oak Wealth Advisors, Mike Walther, as he presents “The Top 11 Special Needs Financial Planning Tips”  (because parents of loved ones with special needs always have more to do!).

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.

...DETAILS HERE

Presentation: Optimizing the Use of Special Needs Trusts and ABLE Accounts

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

Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an informative workshop that focuses on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts.  This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

...DETAILS HERE

Overview of Government Benefits Programs

Virtual On-line Presentation
Online Event

Please join us for a virtual informational hour with Neil Mahoney, Certified Financial Planner. Neil will be presenting an overview of the major Government Benefit Programs to Kyo Care families. ...DETAILS HERE

Optimizing The Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

This planning presentation will focus on and introduction to ABLE Accounts and Special Needs Trusts. It is beneficial for families with a loved one who has a diagnosis and who want to put the essential elements of a special needs plan in place that allows them to maximize their family’s financial resources.

...DETAILS HERE

Presentation: Planning for Adulthood

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

Please join us for an informational hour with Mike Walther and Randi Gillespie focusing on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. ...DETAILS HERE

Optimizing the Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

Please join Neil Mahoney, Certified Financial Planner and Randi Gillespie, Director of Special Needs Services from Oak Wealth Advisors for a virtual informational workshop focusing on understanding, evaluating, and using ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families whose loved one has a diagnosis and who want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

...DETAILS HERE