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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

Planning for Adulthood and Continuity of Care | Presentation for JCFS

Virtual On-line Presentation
Online Event

Please join us for an informational hour with Mike Walther, CPA/PFS, CFP®, CFA® and founder of Oak Wealth Advisors. This presentation will focus on the key planning considerations for adults with disabilities and ways that family members can assist with the decision making.
Parents and guardians will learn about Guardianship, Powers of Attorney, and Supported Decision Making. ...DETAILS HERE

Discussion: Optimizing ABLE Accounts and Special Needs Trusts

Virtual On-line Presentation
Online Event

A virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he 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

Discussion: Optimizing ABLE Accounts and Special Needs Trusts | New Trier

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

Please join us for a virtual informational hour with Mike Walther, Founder and President of Oak Wealth Advisors, as he 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