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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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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.

Top 11 Special Needs Financial Planning Tips | October 26, 2023

O’Gara Center of St. Patrick’s Church 928 W. Everet Rd., Lake Forest, IL, United States

A presentation for: A Sacred Trust | Top 11 Special Needs Financial Planning Tips Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop on what we believe to be the Top 11 Planning Tips for families with loved ones with special needs. With decades of personal and professional experience on...

Expert Led Training | Topics: Special Needs Trusts (SNT) and ABLE Accounts

Virtual On-line Presentation
Online Event

Featuring Michael Walther of Oak Wealth Advisors will lead a training session on topics of Special Needs Trusts (SNT) and ABLE Accounts on behalf of The Autism Program of Illinois, a program funded by the State of Illinois, Department of Human Services.
Online Event Only