Now 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.

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Special Needs Planning Symposium February 2023

Meritage Resort & Spa 875 Bordeaux Way, Napa, CA

Mike Walther to discuss: ABLE Accounts - Understanding, Evaluating, and Using Them
Saturday Feb. 11th, 2023 @ 9:50 a.m.
Meritage Resort and Spa, Napa, CA
For Details:https://sntsymposium.com/snt-symposium-agenda-2023/
This session covers the fundamentals of ABLE, who qualifies, what benefits they receive, and what limitations are in the program. The speakers (Mike Walther) will then show how

Essential Elements of a Special Needs Financial Plan | February 23, 2023

Von Steuben Metropolitan Science Center 5039 North Kimball Avenue, Chicago, IL
Online Event

Join founder of Oak Wealth Advisors, Mike Walther, for an engaging and informative workshop that will help you create a long-term plan for your loved one with special needs.With decades of personal and professional experience on the topics of special needs planning and financial planning, Oak Wealth Advisors understands the challenges that your family is facing

Decision Making Options for Your Loved One with A Disability | March 15, 2023

New Trier High School 385 Winnetka Ave, Winnetka, IL

Please join Mike Walther of Oak Wealth Advisors for an informative workshop that will focus on decision making strategies as they relate to housing and vocational opportunities for your loved one with special needs.
Date: Wednesday, March 15, 2023