836 Skokie Boulevard, Northbrook, IL 60062

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Please note that you may need to pre-register to attend.

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Saturday, April 18, 2020

Transition Summit – Focus On Finances | April 18, 2020

Saturday, April 18, 2020 @ 9:00 am – 3:00 pm

Hoffman Estates Village Hall
1900 Hassell Rd
Hoffman Estates, IL 60169

Simplifying The Complex:
The Essential Elements of a Special Needs Plan

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Saturday, April 18, 2020 @ 9:00 am - 3:00 pm
Hoffman Estates Village Hall, 1900 Hassell Rd
Hoffman Estates, IL 60169 United States

Decision Making Assistance for our Loved Ones With Special Needs – Town Hall Discussion

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.

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Tuesday, April 21, 2020 @ 7:00 pm - 8:30 pm
Plum Grove Banquet Hall, 4001 Park Drive
Palatine, IL 60067 United States

Thursday, May 7, 2020

The 2020 National Down Syndrome Society Adult Summit


The 2020 National Down Syndrome Society Adult Summit is being held at The Phoenician Resort in Scottsdale, Arizona on May 7-9th. The 2020 NDSS Adult Summit is open to all individuals who play any role in the life of individuals who have Down syndrome. The Summit will cover important and critical topics for all adults with Down syndrome and I/DD. Mike Walther will explain the essential elements of a successful special needs plan for families with members who have Down…

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Thursday, May 7, 2020 - Saturday, May 9, 2020
The Phoenician Resort, 6000 E Camelback Rd
Scottsdale, AZ 85251 United States

Special Needs Planning Presentation | May 14, 2020

Oak-Wealth-Advisors-Presentation-May-14-2020 hand writing on glass with paper

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…

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Thursday, May 14, 2020 @ 5:00 pm - 6:30 pm
Von Steuben Metropolitan Science Center Social Room, 5039 North Kimball Avenue
Chicago, IL 60625 United States

Wednesday, June 10, 2020

Essential Elements of a Special Needs Financial Plan

Mike Walther will be speaking at the AICPA (American Institute of Certified Public Accountants) Conference to over 5,000 attendees… Advising families with members with special needs is one of the most satisfying yet most complicated services a financial provider can provide. To do so effectively, a financial planner needs to know how public benefits can be used to supplement an individual’s other resources. This session addresses how to counsel a family with a loved one with special needs and addresses…

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Wednesday, June 10, 2020
ARIA Resort Las Vegas, Las Vegas, NV United States
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