Below are scheduled upcoming speaking
engagements that you may be interested in attending.
Please note that you may need to pre-register to attend.
Presentations Search and Views Navigation
Upcoming Presentations
Presentations List Navigation
Thursday, March 19, 2020
Special Needs Planning Presentation | March 19, 2020
The Essential Elements of a Successful Special Needs Plan. With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors can help your family sleep better at night, have more fun in your lives and increase the amount of money that you have available. They do not sell insurance. They simplify the complex and provide strategies and actions that you can implement to improve your lives. Oak Wealth Advisors understands the…
Find out more »Tuesday, April 21, 2020
A Night with Illinois Special Needs Planning Experts | April 21, 2020
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 14, 2020
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 »