Join Mike Walther and Randi Gillespie of Oak Wealth Advisors for an engaging and informative workshop that will illustrate multiple strategies to improve the future for your loved one with special needs. Wednesday, February 16th,...

University of IL ASSIST

Special Needs Trusts and ABLE Accounts

Date: Sunday, April 4, 2022
Time: TBD

Program is limited to families participating in the University of Illinois ASSIST program.

Join Mike as he leads a presentation at The National Association of Personal Financial Advisors Spring National Conference.

What: The Essential Elements of a Special Needs Financial Plan
When: May 4 – May 7, 2022
Where: The Omni Atlanta Hotel at CNN Center, Atlanta GA