847-945-8888
Serving Clients Nationwide

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.

Views Navigation

Presentations Views Navigation

Today

Optimizing the Use of ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to ABLE Accounts and Special Needs Trusts. This presentation is beneficial for families who have a loved one with Down Syndrome and want to put the essential elements of a special needs plan in place to allow them to maximize their family’s financial resources.

Presentation: Curated Planning for Individuals with Incapacity or Other Disabilities

ARIA Resort Las Vegas Las Vegas, NV, United States

An engaging and informative workshop that will help you with

Featuring speakers: Michael Walther and Kevin Urbatsch
Topic: Essential Elements of Special Needs and Incapacity Planning
Where: AICPA Engage Conference • Las Vegas, NV
When: June 8, 2023 9:30 – 10:45AM PST
Event website: https://www.aicpa-cimaengage.com

Planning For Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

Please join Mike Walther and Randi Gillespie for and informative workshop that will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. Housing, employment, transportation, and other planning challenges will also be discussed. This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood.

Government Benefits: SSI, Medicaid, SNAP

Virtual On-line Presentation
Online Event

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. Parents and guardians will receive an introduction to government benefits and discuss Supplemental Security Income, (SSI), Medicaid, and Supplemental Nutrition Assistance Program (SNAP). This presentation is beneficial for families who are interested in understanding their benefit options and is essential for families with a loved ones who are around the magic age of 18.

Presentation: Special Needs Financial Planning Tips | October 3, 2023

Arlington Heights Library 500 N. Dunton Ave, Arlington Heights, IL, United States

A presentation workshop at the Arlington Heights Library. Please join Mike Walther, Founder and President of Oak Wealth Advisors, for an engaging and informative workshop. This presentation is beneficial for families with a loved one with a disability. Topic: Your Money - Top 10 Special Needs Financial Planning Tips.

Planning for Adulthood and Continuity of Care

Virtual On-line Presentation
Online Event

A Virtual presentation with GiGi’s Playhouse

Please join us for a virtual informational hour with Mike Walther and Randi Gillespie. This presentation will focus on future planning and decision-making options for individuals entering adulthood. Discussion topics will include Guardianship, Powers of Attorney, and Supported Decision-Making. Housing, employment, transportation, and other planning challenges will also be discussed. This presentation is beneficial for families with a loved one who is in high school or transitioning to adulthood.